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16.7 Advanced Sharing Access
...ssions for a user on a specific module, based on rules defined accordi ...P 1: Add a rule in the Accounts module, then configure the rule. In ou ... with the Accounts and Contacts module and define the type of permissi ... of advanced sharing access for module.
Webforms
...ture', 'WebformCaptureCustom', 'modules/SDK/src/CUSTOMER/WebformCaptur ...method: <?php require_once('modules/Webforms/WebformCapture.php'); class WebformCaptureCustom extends WebformCapture { /** * Read data from request and populate the ne...
Reports personalizzati
...empio: <?php require_once('modules/Reports/ReportRun.php'); cl ... $reportid; $this->primarymodule = 'Accounts'; $this->repo ...al $adb, $table_prefix; $module = 'Accounts'; $tabid = getTa ...bid($module); $count = $adb->num_fiel...
Custom Folders and Reports
...cture: <?php require_once('modules/Reports/ReportRun.php'); cl ... $reportid; $this->primarymodule = 'Accounts'; $this->repo ...al $adb, $table_prefix; $module = 'Accounts'; $tabid = getTa ...bid($module); $count = $adb->num_fiel...
2.6.1 How to create a Filter
...can be applied to all the other modules. Configuration parameters: ...tically every time you open the module List in Metrics T ...a Report (for use of the Report module refer to section 12.1): By means of this setting you can link to t...
6 Marketing Communication Tools
...2: Target Step 3: Newsletter Common variables to the target Wizard “Create Newsletter” Email Sending Statistics and more Manual management of unsubscriptions Requirements and settings for the use of the Newsletter module SMS Module FAX Module
17.1 Process Manager
...variables made available by the module Once you have completed the fi ...cesses) associated with any CRM module, which contain a set of instruc ...d much more. Finally, from the Modules > Processes menu, you can follow all the in-progress processes and c...
6 Marketing Communication Tools
...2: Target Step 3: Newsletter Common variables to the target Wizard “Create Newsletter” Email Sending Statistics and more Manual management of unsubscriptions Requirements and settings for the use of the Newsletter module SMS Module FAX Module
Inclusion of other files
...associate files or folders to a module, so that they are imported auto ...e available: SDK::setExtraSrc($module, $src); $module : the name of the module$src : the path of the file or f ...lves) use: SDK::unsetExtraSrc($module, $src); $module : the name of ...
Presave
...e the method: SDK::setPreSave($module, $src); $module : the name of the module$src : the path of php file To ...tomization: SDK::unsetPreSave($module, $src = NULL); $module : the name of the module$src : the path of php file (if ...all scripts registered for that module) The following variables are a...
9.5 Invoices
The billing module is useful for managing the admi ...r history in one platform. The module can be used independently from ...the Quotes module. Companies often prepare very accurate quotes with long product descriptions, while invoices are almost always sum...
6.1.2 Step 2: Target
...campaign tab, select the Target module and then Add Target in the Rela ...means of filters. Choose the module concerned in the relations menu ...cipients. Note. The Newsletter module can manage duplicated email addresses avoiding repeat sends to the sa...
8.3 Services
Like the Products module, designed to distinguish the ca ... in the inventory, the Services module distinguishes services such as ...that described for the Products module.
10.1 Trouble Tickets
...th the button from the HelpDesk module, or with Add Ticket from the re ...port menu of another module. Priority Custo ...he signature icon in the Ticket module. Below is an example of an APP signature: The signature will be saved and rep...
12.1 Job Orders
From vtenext 20.04 the new module Job Orders is now available. Th ...e module is linked to the Project Plans ...Job Order from the Project Plan module but it is not possible to choose an existing Project Plan from the Job Order record.
17.3 Status Manager
...atus Manager, choose the Quotes module, then the Quote Status field, a ...tatus Manager for only a single module field. If you try to activate t ...other role. After selecting the module, field and role you want to configure, select the role from which you...
17.4 Conditionals
... one or more fields of the same module when a condition defined within ...rule as you like: select the module on which to apply the rule; in ...ne the rules only on the chosen module. It is possible to define multiple conditions (Add Condition): all...
17.7.2 Custom fields mapping for Leads conversion
For the Leads module only, you can map the custom fi ...counts, Contacts and Potentials modules, which will delete the source ... field both on Leads and on the modules where you want to transfer the data (Accounts, Contacts and/or Potentials). The fields mus...