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To create a new project, access the module and press the button Key fields: Related to Link to the customers’ registry (Accounts/Contacts) present in vtenext, if the project relates to the customer. If it is an internal project, it can be left...

Operations comprise the internal phases of the planning that, once completed, lead to the conclusion of the project. The user assignee of the operation will be able to update the state of progress of the activity through the Progress and Hours spent fields....

Project Milestones represent the end points of planning steps. In the graph they are represented by a dot on the indicated day. It is also possible to change the colour of the bars in the graph in SETTINGS > LISTVIEW COLOURS. By selecting the Project Tas...

A further level of detail, under Project Tasks, relates to tickets.To use tickets as project activities, it is a good idea to categorise them in order to distinguish them from tickets relating to assistance (you just need to use the Category field). Warning: ...

Manages and displays the system logs of file or database type for modules:

Through this menu you can modify the sequence and the coding of the prefix of each entity present in the CRM. Once the two variables have been modified, we can update the missing records (i.e. without protocol) using the APPLY button. N.B. Once the prefix of ...

You can define further settings within vtenext: Template email Webforms Webform with GDPR fields Customer Portal How to enable the Customer portal Customer Portal interface GDPR module settings Account Details Server SoftPhone Settings Requirements...

As for the newsletter module, the admin user will be able to access to the email template editor. An email template can be used for messages or for newsletter and can be saved in a public or private folder. Within the template the variables can be added.

Through the vtenext Webforms tool, you can create a web form to be inserted within your site, for example the classic "contact us" form. The data entered in the webform will be automatically sent to the CRM in the Leads modules.To create a new webform, from Se...

GDPR fields have been enabled inside the webforms from version 18.12 onwards. For example, you can request Marketing Consent, Third-Party Consent, Profiling Consent, etc., and save the choice made with IP and date-time in the lead data sheet. Here are the con...

You can configure the functions of your customer portal through the Customer Portal entry.In Basic Settings you can: choose which entries (modules) must be active on the portal side define the sorting of entries In the Advanced Settings you can define:t...

Only the contacts in your vte can be enabled in your customer portal. Inside the single contact card, flag the control box in the PORTAL USER block and enter a support start date and an end date. When the flag is enabled, the system autonomously sends a messa...

Once they have entered their login details, your customer can first enter a new request for assistance and then access the entities that you have related to his contact card (only enabled modules) from the menu items on the left. Support requests by default pr...

For privacy management, you can customise certain configurations, the templates proposed for communication through GDPR campaigns and the privacy policy of your company through the different features of the GDPR module.

In Company Details you can specify the details of your company. This information can then be retrieved within the PDF Maker templates or Email or Newsletter for invoices, quotes, orders, etc. Make sure that the size of your company logo fits in the space av...

vtenext can be integrated with Asterisk, an open source telephone PBX application that allows you to route phone calls. Asterisk is a free implementation of PBX software that offers the same features as other proprietary systems at a much lower cost and with g...

You can configure the LDAP server data in vtenext to synchronise user passwords.For configuration from Settings, choose LDAP Server. Then fill in the LDAP server information as shown in the figure: When creating a user, you can search for the user once you ...

It is possible to manage different types of currencies in the event there are users who have to draw up offers in a currency different from the one proposed by default by the system (Euro).From Settings > Currencies you can view the currencies configured in th...

You can set the tax items to be used on Quotes, Orders, Invoices and Delivery Notes. Negative tax values can also be managed, for example for the management of ENASARCO or withholding tax. The calculation of taxes in Quotes, Orders, Invoices and Delivery N...

If your company is using a proxy server to access the Internet, you can use the Proxy Server Settings menu, as shown in the figure.