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17.14 Field Formulas
... simply go to Settings> Desired Module (e.g. Accounts) and click on "N ...e Layout editor of the Accounts module, you can prepare the fields tha ... employees): In the Accounts module, the result will be as follows: In the formulas you can use all al...
17.15 Mail Converter
...l into a Ticket in the HelpDesk module. From vtenext 20.04 it is possi ... happens to the Trouble Tickets module? At this point all the incomin ...directly in the Trouble Tickets module. Note that the tickets created in this way are distinguished from tho...
5.2.1 IMAP configuration and folders
...e or directly from the Messages module of each user through the cogwhe ...ssing Folders from the Messages module Once the configuration, of ...ed, you can find in the Message module the list of the folders (standard and special) divided for each accou...
3.6 Potentials
...ng points for negotiations. The module is organized with filters and i ...s access to the data of related modules. As usual, a relation can be a ...rganizational layout of related modules Conversations Notes PDF Maker Documents Activities (Cal...
9.2 Quotes
...ate a new quote from the Quotes module using, entering the links to th ...tions provided by the PDF Maker module panel in the Other menu, at the ...re information on the PDF Maker module and printing, please refer to the relevant chapter. You can use the ...
5.2.2 Writing and reading emails
...cting Write3. from the Messages module interface, clicking on All t ...n of an email from the Messages module From version 19.10, you can pr ...dicated folder from the message module (see chapter 5.2.1) N.B.: Once the sending date and time have been r...
10.3.1 SLA configuration
To configure the SLA module, access the SLA.config.php file ... in the subfolder where the CRM modules/SLA is installed. Then open ...LA count; details given below. Module and status field definition Suspension statuses It is possible to define one or ...
Import Processes with a script
...nd of the installation of a new module: just include the process file ...the method vtlib_handler of the module class. Example require_once('modules/Settings/ProcessMaker/ProcessMakerUtils.php'); $PMUtils = ProcessMakerUtils::getInstance(); $PMUtils->...
5.5 Mobile Profiles
...ll then be able to choose which modules to display, which ones to set ...ate or delete records from that module, which fields are mandatory, an ...which fields of each individual module will be visible from the mobile app. Once saved, the mobile profil...
2.3 Barcode Scanning and QR Code Search
...canning By going to SETTINGS > MODULE MANAGER > PRODUCTS > LAYOUT EDI ...(in the example of the Products module), with Barcode Scanning Enabled ...in vtenext. In practice, in any module, I can use the search engine of the Wilson App to scan a QR Code and ...
3.2 Messages
The Messages module allows you to read e-mails usin ...the vtenext App. As soon as the module is opened a screen is displayed ... of a new record. The available modules are displayed at the top of the e-mail message display, or by clicking on the icon
Tags
...er vtenext and search among the modules for the Tags module. Here you can see the list of t ...are two ways: Enter the Tags module and click on "Create Tag" at the top left (you will then need to associate the tag with the event). From the Event, click...
vtenext Processes
..., associated with the following modules: Ticket Management Process ...– TICKET MODULEAutomatically sends a comment th ...nversation – WASB CONVERSATIONS MODULESends a message within an existi ...ord Creation Process – CONTACTS MODULESends contact record data direct...
4.8 SHOW DOCUMENTS OF THE RELATED ENTITY FLAG
... the records in the "Documents" module related to the entity (instance ... of a module) connected to the Process helpe ... record detail of the Processes module (Figure 3 and 4).Alternatively, you can look at the documents directly from the record linked t...
10.2 Partial sum of the rows of a table field involved in a loop
...e the total inside a field of a module or a dynamic form (from version ...e field (Figure 1) of the Leads module from which we want to calculate ... update entities of the "Leads" module (Figure 3 and 4) Figure 3 Figure 4 In the "Field Conditions" s...
MailUp Plugin - Step-by-Step Manual
..." Click on Target to access the module. At the top left, click CREATE ...wsletter is sent.The Newsletter module can manage duplicate email addresses, preventing repeated sends to the same address. SYNCHRONIZING TARGETS WITH MAILUP To ensure that the t...
5.2.2 Writing and reading emails
...cting Write3. from the Messages module interface, clicking on All t ...n of an email from the Messages module From version 19.10, you can pr ...dicated folder from the message module (see chapter 5.2.1) N.B.: Once the sending date and time have been r...
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.