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Attachments in .ics format are identified as invitations to attend an appointment and they create...

Layout: change the emails list layout Filters: set up filter rules for automatic trans...

A mass mailing tool is available send an email to multiple recipients (20 max) in a single shot. ...

The vtenext admin user can make email templates available to other users for use for single email...

From version 19.10 you can receive a notification from the CRM when a new vtenext version update ...

vtenext features a simple but invaluable documents manager. Documents manager main characteristi...

Document revisions can be managed by means of the “Add Revision” button in the OTHER tab. On...

Notes can be found in the vtenext records, located at the bottom left (available in most modules)...

In the Calendar module you can click the green create button or click on the agenda area, draggin...

To-dos are always assigned to a user or a group of users; it is not however possible to invite ot...

To import or export Activities between vtenext and other applications, the standard iCalendar for...

vtenext identifies 4 types of customer records: Leads: potential customers; Accounts: acquire...

A lead is a potential customer whose interest in the products or services offered by your company...

Creating a new lead: to create a new record, access the LEADS module and click on the button ...

The accounts module contains the records concerning the corporate titles of: Customers; Poten...

If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext ...

In all modules that involve master data, is possible to import data from CSV files, clicking on t...

You can check for the presence of duplicates in a module by means of a wizard. To launch the dup...

All users can perform a uniqueness check on each module by means of the "Find Duplicates” button ...

The Mass Edit function is useful for rapid updating of fields in one or more selected records. F...