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9.3.1 Recurring billing from Sales Order
It is possible to activate the automatic generation of invoices from the sales order through the ...
9.1 Potentials
A potential is established if there is a real interest in your products/services from both potent...
8.5 Products and Services Import/ Export
With the export and import functions, you can exchange vtenext data with a large number of third-...
8.4 Price Books
The function of a price book is to collect a set of products whose price changes compared to the ...
8.3 Services
Like the Products module, designed to distinguish the catalogue of physical products in the inven...
8.2 Product Lines
A product Line combines a group of products that meet the same type of needs. In simple terms, a ...
8.1.2 Configurable products and product variants
From vtenext 20.04 it is possible to manage product variants with the new module Configurable Pro...
8.1.1 Products bundle
You can create and manage product bundles by defining parent-child type inter-product relationshi...
6.1.7 Newsletter Template Creation
Now we will learn how to create a new Newsletter Template by using the drag&drop editor. Accessin...
6.1.6 New Newsletter editor
From vtenext 20.04, a new newsletter editor is available and allows creating newsletter in a easi...
4.6 Book me - Make an appointment
Version 21.01 onward includes the new Book me function to make appointments based on the calendar...
4.4 Shared calendar access and events visibility
To manage privileges to view and edit the calendar it is essential to know the Sharing Access (fr...
4.3 Shared Calendar and preferences
The user can set up several fields from the calendar settings icon (accessible also from User Pr...
4 Calendar and Activities
The vtenext calendar allows you to award a priority to your activities, specifying the users or c...
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...