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18.3.2 Customer Portal Interface
Once they have entered their login details, your customer can first enter a new request for assis...
21 CRONJOB
For the correct functioning of the application, it is necessary to activate the jobs related to a...
Introduction
vtenext supports management of all customer-related flows, from acquisition to assistance, allowi...
1.2 Flows managed by vtenext
Customer acquisition cycle Acquired customer cycle Assistance cycle Purchasing cycle (ve...
1.3 Notes on the manual (Disclaimer)
The images and functions of vtenext shown in this manual may be subject to minor changes with the...
12.2 Projects
To create a new project, access the module and press the button Key fields: Related t...
12.5 Tickets
A further level of detail, under Project Tasks, relates to tickets.To use tickets as project acti...
18 Other vtenext Settings
You can define further settings within vtenext: Template email Webforms Webform with GDPR fi...
18.1 Template email
As for the newsletter module, the admin user will be able to access to the email template editor....
17 vtenext customization: advanced settings
Customisation features are very important because they guarantee the use of vtenext for a wide ra...
17.6.2 Other functions on modules
Unistall, import, export Uninstall the module: it will no longer be usable and the...
17.6.3 Import new language pack
The module manager allows you to import a new language package. The procedure below sets out the ...
17.7 Layout editor
From Settings > Business Process Manager > Module name (es. Accounts) is possible to access to La...
17.7.1 BUTTON field in vtenext
The button field, present in SETTINGS > MODULE MANAGER > MODULE NAME > LAYOUT EDITOR, allows us t...
17.13 List view colours
Allows for the application of custom colours of views by list, or related list, based on the valu...
17.17 Klondike A.I. connector
From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to ...
16 Hierarchical roles and user profiling
You can access the Check User Login section using the Settings item, present in the menu of the a...
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...
11 Passive cycle: vendors and purchase orders
vtenext allows you to manage the passive cycle through the modules: Vendors Purchase Orders
11.1 Vendors
In the same way as the Accounts registries, you can enter the vendor data sheets here that contai...