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18.3.3 GDPR module settings
For privacy management, you can customise certain configurations, the templates proposed for comm...
18.3.1 Enabling the customer portal for a user
Only the contacts in your vte can be enabled in your customer portal. Inside the single contact c...
18.3 Customer Portal
You can configure the functions of your customer portal through the Customer Portal entry.In Basi...
18.2.1 Webform with GDPR fields
GDPR fields have been enabled inside the webforms from version 18.12 onwards. For example, you ca...
18.2 Webforms
Through the vtenext Webforms tool, you can create a web form to be inserted within your site, for...
17.14 Field Formulas
Field Formulas are custom fields that handle simple calculations and generate the result directly...
17.12 Menu Settings
This allows you to choose the main modules, and the order of items, of your CRM, which will be ...
17.11 Encrypted Field Editor
The encrypted field editor allows you to protect the content of a field by means of an access pas...
17.10 Linked picklist editor
Configuring Linked Picklist fields means establishing a dependency between the values of two drop...
17.8 Standard Picklist Editor
It allows you to modify the content of Picklists, adding or modifying the values present, and ass...
17.7.3 Modules Manager and Layout Editor
The Modules Manager allows for the activation and deactivation of all modules within the CRM, b...
17.7.2 Custom fields mapping for Leads conversion
For the Leads module only, you can map the custom fields for the transfer of content to the Accou...
17.6 Modules Creator
This tool allows for the autonomous creation of entire modules integrated perfectly within the st...
17.5 Wizard Creator
The "Wizard Creator" function allows the administrator to create guided procedures (called wizard...
17.4 Conditionals
Conditionals allow you to define special permissions to access one or more fields of the same mod...
17.3 Status Manager
This tool makes it possible to implement flow logics in the management of information through the...
17.2 Workflow
The Workflow tool was replaced by the module processes (Process Manager). It is possible to see a...
17.1 Process Manager
The Process Manager is the tool that makes it possible to manage processes within a company, inte...
16.9 User Login History
As a vtenext administrator, you can monitor access to the system and view the history of each use...
16.8 Audit Trails
The Audit Trails function allows the system administrator to know what a user has done in vtenext...