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13.1.1 Report Creation Fundamentals
Understanding the CRM Data Model Before creating a report, it is essential to have a good underst...
13.1.1 Concetti fondamentali per la creazione dei report
Premessa: conoscenza della base dati presente in CRM Prima di iniziare la realizzazione di un rep...
13.1.2 Esempio di Report Base
In questo capitolo creeremo un report recuperando le informazioni da un solo modulo applicando de...
13.1.3 Esempi di Report Avanzati
All'interno di questo paragrafo approfondiremo alcuni dei set-up già introdotti in precedenza e a...
13.1.3 Advanced Reporting Examples
In this section, we will explore in greater detail some of the configurations introduced earlier ...
13.1.2 Basic Report Example
In this chapter, we will create a report using data from a single module, applying filters and ag...
16.3.2 Managing the "Inactive" User Status
The CRM automatically sets users to the "Inactive" status if they do not log in for a period of 6...
16.3.2 Gestione dello stato "Non attivo" dell'utente
Il CRM prevede la disattivazione automatica degli utenti che non effettuano l'accesso per un peri...
6.5 Example of using Process Helper to activate Process Graph
Configuring a process helper within a process allows you to activate the section called “Process ...
Aggiornamento tramite interfaccia Web
Prerequisiti Prima di avviare la procedura di aggiornamento, verificare che siano soddisfatti i s...
2.9 Comparison operators: Rules of use in initial condition tasks
Some comparison operators should be used carefully within the “Initial Condition” Tasks, i.e., th...
2.8 Comparison Operators: Description and Use in Conditional Tasks.
The system provides several comparison operators that can be used within Conditional Tasks, which...
3.A.1 Call LLM
This action allows you to send a request to an LLM that has been previously configured in Setting...
3.A.5 Examples
Below are some example applications showing how these new tools can be integrated into processes....
22.2 MCP Server
The MCP Servers section allows you to publish, through vtenext, an MCP endpoint that makes CRM to...
22.2 Server MCP
La sezione Server MCP permette di pubblicare, tramite vtenext, un endpoint MCP che rende disponib...
3.18 Cicla Record
Dalla versione 26.07 è stata implementata quest'azione che permette di utilizzare i record di un ...
6.6 Example of Process Helper usage for internal process use
As anticipated in the introductory chapter, one of the uses of the process helper concerns the cr...
1.6 Process Helper Section: Introduction and Usage Guide
INTRODUCTION The Process Helper, as the name suggests, is a tool designed to assist those config...
6.4 Example of using Process Helper to request Business Portal user data
As anticipated in the introductory chapter, one of the most common uses of the process helper con...