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2.5.1 Record structure (detail view)
1. Relations with other modules: positioned on the right of the screen, this function summarise...
2.5.2 Quick look relations
In the list view and in the detail view, the CRM allows you to preview several summary items of a...
2.6 Filters
The filters facilitate CRM search activities. Setting up a filter means creating a search system ...
2.6.1 How to create a Filter
The following section explains how to create a customised filter starting from a list of accounts...
2.7 Users preferences
To access user settings click on the icon of your personal avatar and then click on PREFERENCES...
2.8 Access privileges
The access privileges associated with the user and used to access vtenext are defined by the admi...
10 After-sales: trouble tickets and activity tracking
The after-sales phase is focused on customer support and requires: Managing any problems or cu...
10.1.1 Service channels
The tickets can mainly come from three different communication channels: Phone: the client calls...
10.2 Timecards
It is possible to associate resolution actions with the tickets. This is a second level of detail...
10.3 SLA
The Service Level Agreement defines the level of efficiency that a company is committed to mainta...
10.5 Services Contract
In vtenext there is the SERVICE CONTRACTS module dedicated to the management of a service sold to...
10.6 Installations
Some companies need to associate a specific serial or registration number to a sold product. vten...
10.7 FAQs
FAQs (Frequently Asked Questions) refers to typical questions relating to the standard scenario, ...
9 Sales: from the potentials to invoice
The main modules and processes involved in the pre-sales, sales and after-sales phases are: Le...
9.3 Sales orders
The potential can be considered as obtained when the order confirmation arrives. The order, howev...
9.5 Invoices
The billing module is useful for managing the administrative part in vtenext (amounts to be paid,...
9.6 Delivery Notes
The Delivery Notes module is used to manage transport documents and is the last step in the sales...
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...