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9 Sales: from the potentials to invoice
The main modules and processes involved in the pre-sales, sales and after-sales phases are: Le...
10.7 FAQs
FAQs (Frequently Asked Questions) refers to typical questions relating to the standard scenario, ...
10.6 Installations
Some companies need to associate a specific serial or registration number to a sold product. vten...
10.5 Services Contract
In vtenext there is the SERVICE CONTRACTS module dedicated to the management of a service sold to...
10.3 SLA
The Service Level Agreement defines the level of efficiency that a company is committed to mainta...
10.2 Timecards
It is possible to associate resolution actions with the tickets. This is a second level of detail...
10.1.1 Service channels
The tickets can mainly come from three different communication channels: Phone: the client calls...
10 After-sales: trouble tickets and activity tracking
The after-sales phase is focused on customer support and requires: Managing any problems or cu...
2.8 Access privileges
The access privileges associated with the user and used to access vtenext are defined by the admi...
2.7 Users preferences
To access user settings click on the icon of your personal avatar and then click on PREFERENCES...
2.6.1 How to create a Filter
The following section explains how to create a customised filter starting from a list of accounts...
2.6 Filters
The filters facilitate CRM search activities. Setting up a filter means creating a search system ...
2.5.2 Quick look relations
In the list view and in the detail view, the CRM allows you to preview several summary items of a...
2.5.1 Record structure (detail view)
1. Relations with other modules: positioned on the right of the screen, this function summarise...
2.5 Modules structure
The application is structured according to relations between the various modules, based on the pr...
2 First steps: how to browse vtenext
This section consists in a brief introduction to vtenext for those who are accessing the system f...
11.2 Purchase Orders
Through Add Purchase Order from the reports menu of the supplier data sheet, you can attach a pre...
11.1 Vendors
In the same way as the Accounts registries, you can enter the vendor data sheets here that contai...
11 Passive cycle: vendors and purchase orders
vtenext allows you to manage the passive cycle through the modules: Vendors Purchase Orders
16.5.1 Global Access Rules
The first thing to define is the Sharing Access rule for each of the modules. With what degree of...