Recently Updated Pages
1.1 Examples of vtenext application areas
Customer Acquisition & Sales Automated acquisition of potential accounts via contact webform; ...
vtenext 22.05.1 Release Note
Support for Office365 oauth2 in mailscanner Additional modules for SalesForce vtesync Media f...
Sync Calendar with Google Calendar
Are you working with Google Calendar and you want to sync with vtenext calendar ? Thanks to this ...
3.5.2 How to format the CSV file
Data must be in ASCII format with values separated by commas or semi-colons. The csv format is fr...
10.3.1 SLA configuration
To configure the SLA module, access the SLA.config.php file in the subfolder where the CRM module...
2.3.1 Global Search
The global search function, located in the first place on the right-hand toolbar, allows interrog...
5.4 Talks Module
vtenext proposes an alternative solution to manage the exchange of information within your organi...
14.1 Create a PDF template
To create a new template for the PDF Maker module, click on the ADD TEMPLATE key or button on the...
14 PDF Maker
The PDF Maker module allows you to create PDF documents that are generated with the rationale of ...
12 Projects and Job Orders management
Project management in vtenext is organised over four modules: Job Orders Projects Project Ta...
6.1.4 Special variables in the newsletter template
Refer to the previous sections for the general template configuration instructions. There are spe...
3.1.2 Lead conversion
A show of interest from the lead in relation to your proposal corresponds to the opening of a com...
5.2.2 Writing and reading emails
There are three equivalent options to send an email, e.g. to a contact: 1. clicking on the email...
15.4 Synchronizations
From vtenext settings the crm synchronization function can be accessed with other applications. T...
"Warehouse" management
Come anticipato, il componente aggiuntivo permette di estendere le funzionalità standard di vtene...
9.2 Quotes
You can create a new quote through the reports and Add Quote menu from the potential, company or ...
6. Global Research
When it is necessary to search for a record across the entire CRM, start by clicking the magnifyi...
4.1 Conversations
Clicking on the relevant icon in the control bar at the bottom opens the Conversations panel as s...
5.2 Applying Changes
When customizations are applied in the CRM (server side), it is necessary to close and then reope...
3.21 Delivery Notes
Like all the VTENEXT modules, Delivery Notes are organized with filters and information cards. Th...