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8.6 Inventory : Terms & Conditions
You can reach this option from Settings > Other settings > Inventory: Terms and conditions. It al...
7. vtenext GDPR Web App
The vtenext GDPR APP is a self-service tool for personal data management by customers. To allow ...
7.1 How to create contact campaigns
Requirements:Use vtenext 19.10, making sure the system is configured for sending emails 1) First...
7.2 The App in detail
Process start emailA pre-compiled email template introduces the requirement to confirm your choic...
7.2.3 Employee Module
The employee module allows you to register your internal and external employees and co-workers in...
6 Marketing Communication Tools
vtenext contains various tools for mass communications: Newsletter Campaigns Step 1: Campai...
6.1 Newsletter Campaigns
The Newsletter module, integrated with the “Campaigns” module, is the vtenext solution for manage...
6.1.1 Step 1: Campaign
In order to create a regular newsletters (e.g. with weekly frequency) addressed to a specific t...
6.1.2 Step 2: Target
At this point the campaign recipients target must be defined, associating Targets and Campaigns. ...
6.1.3 Step 3: Newsletter
Return to the campaign record and, through the “Relations” menu, choose the Newsletter module the...
6.1.5 “Create Newsletter” wizard
As explained in section 6.1, the create/send procedure can be facilitated with the "Create Newsle...
6.2 Email Sending Statistics and more
Once you send an email, you can access the Statistics tab from the Campaigns module to view an ov...
6.2.1 Manual unsubscriptions management
You can decide manually to send or not send newsletters to a single Contact, Account and/or Lead ...
6.2.2 Requirements and settings for use of the Newsletter module
For correct use of the Newsletter module the following requirements must be met, or the following...
6.2.3 Newsletter Configuration (SMTP)
From Settings > Other Settings, is possible to access the newsletter configuration page, which al...
6.3 SMS Module
vtenext can be enabled to send SMS text messages. To configure the transmission of SMS messages, ...
6.4 FAX Module
vtenext can be enabled to send faxes. To configure the transmission of Fax messages login as an A...
5 Personal communication tools
The main purpose of a CRM system is management of customer relationships, in regard to which comm...
5.2.3 Email Functions
Compose a new email. Download emails from the email server ...
5.2.4 Emails Sharing
To share an email with another user, simply open a conversation on the email concerned. The “Conv...