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4.1 Add a calendar event
In the Calendar module you can click the green create ...stomised entities (generated by modules creation in Settings) within v ...tenext. Note that the contacts module is separate from the rest, allo .... Warning! 1) The following modules cannot be linked to the calend...
5.6 Documents
...for managing them: e.g., if the module is set as private, each individ ...cted to the various entities or modules of the crm. For example, if an ...ail is linked from the Messages module to a Contact, the attachment pr ... list present by default in the module Documents. Clicking on the f...
2.3.1 Global Search
...an be carried out either in the module in which you are currently work ...ing, in all modules, or in only part of the modules (by macro-areas). After typing ... of macro-area includes all the modules related to the main business p ...rocesses. Obviously, some modules have (or can have) a horizonta...
2.3 Navigation methods: menus
...es access to all vtenext active modules. Depending on the theme chosen ..., with the related functions. A module is a container of files of a sp ... by type. Not all the available modules are immediately displayed on t ...y are listed under the specific Modules heading. The admin user can ch...
2.3.1 Global Search
...an be carried out either in the module in which you are currently work ...ing, in all modules, or in only part of the modules (by macro-areas). After typing ... of macro-area includes all the modules related to the main business p ...rocesses. Obviously, some modules have (or can have) a horizonta...
2.6.2 Relationship Navigator (Expandable List View)
...n propagate the view of related modules within a filter. For example, ...ted, or in the Customer Support module, you can see all the Tracking A ...for all standard and custom CRM modules. In the example shown in the i ...vities, Documents, and Services modules were selected as navigable rel...
4.1 Add a calendar event
In the Calendar module you can click the green create ...stomised entities (generated by modules creation in Settings) within v ...tenext. Note that the contacts module is separate from the rest, allo ...vent. Warning! 1) The following modules cannot be linked to the calend...
5.6 Documents
...for managing them: e.g., if the module is set as private, each individ ...cted to the various entities or modules of the crm. For example, if an ...ail is linked from the Messages module to a Contact, the attachment pr ... list present by default in the module Documents. Clicking on the fold...
8.1.2 Configurable products and product variants
...e product variants with the new module Configurable Products. By follo ...m the vtenext standard Products module), and then we can select the pr ...ants. Note that, from the quote module, the research of products with ...ucts with variants in the quote module Detail of selected product in t...
18.3.2 Customer Portal Interface
... his contact card (only enabled modules) from the menu items on the le ...the left, you will find all the modules that the user's profile allows ... them to access. For each module, the portal user can search amo ...f display is repeated for other modules as well, with different field ...
3.1 Create entity
... the system (standard or custom modules). For each individual field, y ...access the entity fields of the modules involved in the process (Figur ... "Surname" field from the Leads module into the "Linked to" field of t ...he Customer Support module, the system would not make that...
13.1 SDK Action: Set entity reference
...d within an entity (of the same module) involved in the process. It is ...ly identifies the instance of a module within a process) of the instan ...plete instance of the Companies module. In fact, it does not have any ...ly identifies the instance of a module within a process). For this rea...
PdfMaker Custom Functions
...ns can be added in the PDFMaker module. To insert one use: SDK::setPD ...is translated into the PDFMaker module)$name: the name of the function ...s must be saved in php files in modules/PDFMaker/functions/ to be used ... by the PDFMaker module To remove the function: SDK::...
Sviluppi SDK lato Portale
...e ( ‘get_field_structure’, ‘modules/SDK/src/your_folder/your_file. ...array ( array (‘name’ => ‘module’, ‘type’ => ‘xsd:string’), ...SOAPWebservices', 'NewSOAPWS’, 'modules/SDK/src/your_folder/your_file_ ...ame.js', ), 'module_js' => array( // js t...
HR Requests - Time off/Vacation/Sick/Smartwork
The HR Requests module lets vtenext users ask for Time ...or (Supervisor) via email. The module is accessible from the menu at ...View by list of the HR Requests module FunctioningTo make a new HR Re ...ndar, which, thanks to this new module’s installation, will have a new...
5.3 Email Templates
... available for emails (Messages Module) Newsletter: templates availabl ...e for the Newsletters module Subject Email sub ...nt variables, one for the Leads module and one for Contacts. Note that ... helpful to inform users of the module for which the template is avail...
2.6.1 How to create a Filter (standard filters, advanced filters, filters based on report, kanban)
...can be applied to all the other modules. Configuration parameters: ...tically every time you open the module Set as public Opt ...a Report (for use of the Report module refer to section 13.1): By m ...ustry" field in the "Companies" module has been chosen, and the config...
5.3 Email Templates
... available for emails (Messages Module) Newsletter: templates availabl ...e for the Newsletters module Subject Email sub ...nt variables, one for the Leads module and one for Contacts. Note that ... helpful to inform users of the module for which the template is avail...