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12.5 Tickets
A further level of detail, under Project Tasks, relates to tickets.To use tickets as project acti...
18 Other vtenext Settings
You can define further settings within vtenext: Template email Webforms Webform with GDPR fi...
18.1 Template email
As for the newsletter module, the admin user will be able to access to the email template editor....
17 vtenext customization: advanced settings
Customisation features are very important because they guarantee the use of vtenext for a wide ra...
17.6.2 Other functions on modules
Unistall, import, export Uninstall the module: it will no longer be usable and the...
17.6.3 Import new language pack
The module manager allows you to import a new language package. The procedure below sets out the ...
17.7 Layout editor
From Settings > Business Process Manager > Module name (es. Accounts) is possible to access to La...
17.7.1 BUTTON field in vtenext
The button field, present in SETTINGS > MODULE MANAGER > MODULE NAME > LAYOUT EDITOR, allows us t...
17.13 List view colours
Allows for the application of custom colours of views by list, or related list, based on the valu...
17.17 Klondike A.I. connector
From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to ...
16 Hierarchical roles and user profiling
You can access the Check User Login section using the Settings item, present in the menu of the a...
16.5.1 Global Access Rules
The first thing to define is the Sharing Access rule for each of the modules. With what degree of...
11 Passive cycle: vendors and purchase orders
vtenext allows you to manage the passive cycle through the modules: Vendors Purchase Orders
11.1 Vendors
In the same way as the Accounts registries, you can enter the vendor data sheets here that contai...
11.2 Purchase Orders
Through Add Purchase Order from the reports menu of the supplier data sheet, you can attach a pre...
2 First steps: how to browse vtenext
This section consists in a brief introduction to vtenext for those who are accessing the system f...
2.5 Modules structure
The application is structured according to relations between the various modules, based on the pr...
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 ...