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Customisation features are very important because they guarantee the use of vtenext for a wide range of business processes. It is possible to design the data structure for the vtenext modules via easy-to-use web interfaces: for example, it will be you who will...

The Process Manager is the tool that makes it possible to manage processes within a company, interpreting the drawings generated through a Business Process Model and the Notification tool (for example www.bpmn.io). These tools represent all the automatic proc...

The Workflow tool was replaced by the module processes (Process Manager). It is possible to see all the Workflow that were created, but is not possible to create new Workflow. If an user try to click on New Workflow in the top right corner of the screen, the ...

This tool makes it possible to implement flow logics in the management of information through the definition of rules for the change in value of a field Status. A practical example is given below. A quote must be approved by the sales manager before being de...

Conditionals allow you to define special permissions to access one or more fields of the same module when a condition defined within it occurs, with the same logic as advanced filters. When a condition occurs: one or more fields are rendered hidden; one o...

The "Wizard Creator" function allows the administrator to create guided procedures (called wizards to be exact). You can access this function through Settings > Wizard Creator; you can create your own custom wizard following 4 simple steps as you can see in t...

This tool allows for the autonomous creation of entire modules integrated perfectly within the standard vtenext setup. Both basic (line header) and commercial (with product block) modules can be generated. Let's look at the step-by-step creation of a new, more...

STEP 1: Module informationThe explanation of the individual entries can be found next to the fields to be filled in. Other labels are automatically proposed by typing the name for the new module. STEP 2: Blocks and fieldsSome of the functions of the Layout ...

Unistall, import, export Uninstall the module: it will no longer be usable and the records contained within it will be removed Change the settings related to the module, repeating the previous steps. This function is only availabl...

The module manager allows you to import a new language package. The procedure below sets out the installation steps. The new language can be changed in the user preferences.

From Settings > Business Process Manager > Module name (es. Accounts) is possible to access to Layout Editor of any module. Add cusomized field in the module Attract fields coming fom other sections Allow to see fields that...

The button field, present in SETTINGS > MODULE MANAGER > MODULE NAME > LAYOUT EDITOR, allows us to insert a custom JavaScript function. This gives us the option of creating an automatic process/action on certain fields in the CRM. To illustrate this, we will ...

For the Leads module only, you can map the custom fields for the transfer of content to the Accounts, Contacts and Potentials modules, which will delete the source lead upon conversion. If the field is not mapped, the information will be lost. Through the L...

The Modules Manager allows for the activation and deactivation of all modules within the CRM, both standard and custom. It also allows us to manage the updating, enabling, disabling and creation of modules in the CRM. In the list of modules, the green flag ...

It allows you to modify the content of Picklists, adding or modifying the values present, and assigning different views by role (i.e.: two users of different roles see different values of the same picklist). select module choose the picklist field add v...

It is necessary to configure multi-language drop-down menus when you have users accessing vtenext in a language other than Italian (the languages are available in User Preferences), and therefore must see the contents of the picklists translated, in addition t...

Configuring Linked Picklist fields means establishing a dependency between the values of two drop-down menus.For example, the Invoice field will propose the content based on the previously selected value in the drop-down Status menu. To create a new link betwe...

The encrypted field editor allows you to protect the content of a field by means of an access password. The user can only access the contents of the field after entering the password. Choose the module and the field of interest and enter the password: Wa...

This allows you to choose the main modules, and the order of items, of your CRM, which will be displayed directly in the left column.

Allows for the application of custom colours of views by list, or related list, based on the value assumed by a picklist-type field or control box. Note that only one field can be chosen per form. Furthemore is possible to choose the style through which color...