Skip to main content

Recently Updated Pages

5.2 Messages Module

User Manual vtenext 22.05 5 Personal communication tools

The vtenext Messages module uses the IMAP email account. You can work on emails through vtenext a...

5.2.1 IMAP configuration and folders

User Manual vtenext 22.05 5 Personal communication tools

Once you have set the SMTP server (see above), the IMAP server can be set up here or directly fro...

5.1 Outbound mail configuration (SMTP)

User Manual vtenext 22.05 5 Personal communication tools

To activate the transmission of emails from CRM, fill in the SMTP server data in Settings > Mail ...

3.5.3 Export

User Manual vtenext 22.05 3 Customers records and basic data mana...

The export process allows the records to be saved in a csv file. Click on the icon to open a menu...

3.4 Vendors

User Manual vtenext 22.05 3 Customers records and basic data mana...

The Vendors module contains the business name records that correspond to companies that supply go...

17.16 Data Import

User Manual vtenext 22.05 17 vtenext customization: advanced sett...

This tool makes it possible to import data in vte (if the installation is on-site) from an extern...

17.9 Multilingual Picklist Editor

User Manual vtenext 22.05 17 vtenext customization: advanced sett...

It is necessary to configure multi-language drop-down menus when you have users accessing vtenext...

16.10 Check User Login

User Manual vtenext 22.05 16 Hierarchical roles and user profiling

Again, as an administrator user, you can view failed login attempts for each user and if they hav...

15.2 My Sites

User Manual vtenext 22.05 15 Other Functions

This area allows you to view websites of interest directly on vtenext. The system is also very us...

10.4 Activity tracking

User Manual vtenext 22.05 10 After-sales: trouble tickets and act...

Tracking is useful for always storing and monitoring the time invested on your customers for any ...

18.6 LDAP

User Manual vtenext 22.05 18 Other vtenext Settings

You can configure the LDAP server data in vtenext to synchronise user passwords.For configuration...

17.15 Mail Converter

User Manual vtenext 22.05 17 vtenext customization: advanced sett...

The Mail Converter is a tool that allows you to read one or more mailboxes and, when a condition ...

17.6.1 Create new module

User Manual vtenext 22.05 17 vtenext customization: advanced sett...

STEP 1: Module informationThe explanation of the individual entries can be found next to the fiel...

20 System logs

User Manual vtenext 22.05 20 System logs

Manages and displays the system logs of file or database type for modules:

19 Customise module numbering

User Manual vtenext 22.05 19 Customise module numbering

Through this menu you can modify the sequence and the coding of the prefix of each entity present...

18.9 Proxy Server

User Manual vtenext 22.05 18 Other vtenext Settings

If your company is using a proxy server to access the Internet, you can use the Proxy Server Sett...

18.8 Tax Calculation

User Manual vtenext 22.05 18 Other vtenext Settings

You can set the tax items to be used on Quotes, Orders, Invoices and Delivery Notes. Negative ...

18.7 Currencies

User Manual vtenext 22.05 18 Other vtenext Settings

It is possible to manage different types of currencies in the event there are users who have to d...

18.5 Server SoftPhone Settings

User Manual vtenext 22.05 18 Other vtenext Settings

vtenext can be integrated with Asterisk, an open source telephone PBX application that allows you...

18.4 Account Details

User Manual vtenext 22.05 18 Other vtenext Settings

In Company Details you can specify the details of your company. This information can then be r...