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3.13 Inserisci Riga Tabella e Inserisci Riga Prodotto
INSERISCI RIGA TABELLAQuesta azione permette di inserire delle righe in un campo tabella(Figura 1 e 2)NOTA BENE: nel caso in cui nell'entità principale coinvolta nel processo e i relativi modulo relazionati non fosse presente alcun campo tabella, l'azione non ...
3.14 Copia il Blocco Prodotti
Questa azione permette di copia il blocco prodotti tra entità coinvolte nel processo. (Figura 1)N.B: entrambe le entità devono possedere un blocco prodotti.Inoltre verranno copiati solo i campi presenti a standard. Figura 1
3.15 Chiama Web Service Esterno
Questa azione permette di richiamare un web service esterno di tipo REST. (Figura 1)E' possibile settare tutti i dati della chiamata lato Impostazioni -> Business Process Manager -> Web service esterni.E' necessario definire l'endpoint da richiamare, autentica...
3.16 Cicla Record Relazionati
Questa azione permette di utilizzare i record (istanze di un modulo) aventi una relazione 1- N o N - N con il modulo di partenza.Per poter sfruttare i dati dei record ciclati all'interno dell'azione, il sistema mette a disposizione (nella picklist "Seleziona o...
Release Note 21.10.1
NEW add Mexico timezonesNEW add support to check european tax numbersNEW solar/working days in processes date operationNEW added support for PDFMaker custom functions to email template fieldsNEW possibility to upload images for uitype 209NEW button to sort pic...
Release Note vtenext 22.05
Ecco le novità della release: Support for the new app Wilson for vtenext vte prop for default tax type in inventory modules Global support for oauth2 clients OAuth2 IMAP support for Office365 in all subsystems Alerts about Google OAuth2 timezone suppor...
Requisiti di installazione vtenext 22.05
1. Requisiti Hardware minimi: Ram: 2 GB Hard Disk: 20 GB Processore: 2 Ghz dual core 2. Requisiti Hardware consigliati: Ram: 4 GB Hard Disk: 80 GB Processore: 2 Ghz quad core 3. Sistema operativo consigliato: Il sistema operativo consigliato p...
Installation Requirements vtenext 22.05
1. Minimun Hardware requirements: Ram: 2 GB Hard Disk: 20 GB CPU: 2 Ghz dual core 2. Recommended Hardware requirements: Ram: 4 GB Hard Disk: 80 GB CPU: 2 Ghz quad core 3. Recommended Operating System: The recommended operating system for the v...
Introduction
vtenext supports management of all customer-related flows, from acquisition to assistance, allowing also intelligent internal/external communication. Customer activities and communications are stored and available for consultation: vtenext centralises all info...
1.1 Examples of vtenext application areas
Customer Acquisition & Sales Automated acquisition of potential accounts via contact webform; Lists allocation to sales personnel concerned; Management of corporate hierarchies, partners, etc.; Shared calendar to plan customer actions; Sales negotiations ...
1.2 Flows managed by vtenext
Customer acquisition cycle Acquired customer cycle Assistance cycle Purchasing cycle (vendors)
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 release of updates and described according to the version and the current graphic theme. Screenshots may vary (colours, icons) depending on the configuration.
1.4 vtenext Business 18.02 Release Note
USER PREFERENCES New language packs Four new language packs can be selected from the user preferences: French, Russian, Polish and Spanish. New NEXT design theme available In addition to the SOFTED theme, the NEXT theme can be selected from user preferen...
1.5 vtenext Business 18.05 Release Note
The update to version 18.05 provides for the addition of the section relating to the functionality for correct management of the GDPR directive. All the features and innovations introduced are described in chapter n.7 and n. 18.3.3 of this manual.
1.6 vtenext Business 18.12 Release Note
NEW INTEGRABILITY vtenext becomes more and more a platform able to bidirectionally communicate and connect with the other solutions adopted. This is a relevant feature to allow the spread of the CRM logic and processes in all the areas of the organization. ...
1.7 vtenext Business 19.10 Release Note
Automatic updates from the interfaceThis makes it easier to keep the system constantly updated so new functions can be released more frequently, with milestones for any technical constraints (e.g.: PHP Version) Addition of BPMN engine1. Deadlines Management: ...
1.8 vtenext Business 20.04 Release Note
BPMN engine improvements 1. Process History in detailview. In addition to the tab “Process graph” the user can find the additional tab “Process History” were can read in detail the execution of the process and it is possible to view which user performed a cer...
1.9 vtenext Business 21.01 Release Note
General improvements 1. European national holidays support on Calendars. 2. Improved centralized audit trial and activities export. Audit Trails view, located in settings 3. Centralized email Signature with possibility to differentiate it according to th...
12 Projects and Job Orders management
Project management in vtenext is organised over four modules: Job Orders Projects Project Tasks Project Milestones Tickets (cross-area use of the HelpDesk module)
12.1 Job Orders
From vtenext 20.04 the new module Job Orders is now available. The module is linked to the Project Plans one. In this way more than one project plan can related to the same Job Order. Job Order detail Project Plan detail with related Job Order N.B.: it ...