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...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 ...

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...

...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...

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 ...

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.

...phs are available in the Charts module, organised into folders in the ...r) or in the custom tabs of the modules. Once the report is saved, it ...arts directly from the "Charts" module in vtenext. On this page, you can modify the parameters previously se...

...ommerce', 'WooCommerceCustom', 'modules/SDK/src/CUSTOMER/WooCommerceCu ...Accounts'] = array( 'module' => 'Accounts', 'commonClass' => 'VteSyncLib\Model\CommonRecord', 'class' => 'VteSyncLib\Connector\WooCommerce\Model\Acc...

...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...

... one or more fields of the same module when a condition defined within ...e rule as you like: select the module on which to apply the rule; ind ...ne the rules only on the chosen module. It is possible to define multiple conditions (Add Condition): all co...

... 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 ...culated fields. In the Accounts module, the result will be as follows: In the formulas you can use all alge...

...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 incoming ...directly in the Trouble Tickets module. Note that the tickets created in this way are distinguished from tho...

...n be composed of: filters from modules RSS to receive feeds from your ...r "My private files" inside the module Documents. To create a new cust ...ample, if you wish to add a new Module, you will be presented with a screen similar to the following: You m...

...', 'ListViewControllerCustom', 'modules/SDK/src/CUSTOMER/ListViewContr ...lrow, $navigationInfo); $module = $focus->modulename; if ($module ===module === 'Leads') { // add an icon to each lead to open the record in the erp: $actionLinkInfo[] = "<a ...

...Utils.php file available in the modules/SDK/src/ProcessMaker path.It m ...essMakerFieldAction('division','modules/SDK/src/ProcessMaker/Utils.php','division(value1,value2,...)'); N.B: Each typology has its own dedicated command, so if we had to load an “AC...

...ing 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 ...cklists are accessible from the Module Manager.

...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 ...cklists are accessible from the Module Manager.

...he method: SDK::setTransition($module, $fieldname, $file, $function); ... $module : the name of the module to handle$fieldname : the name ...ization: SDK::unsetTransition($module, $fieldname); The function cal ...lt;?php function myFunction($module, $fieldname, $record, $status, ...

..., $title, $onclick, $image='', $module='', $action='', $condition = '' ...l be visible only in the chosen module and for the chosen action.$titl ...on (e.g. img.png e img_min.png)$module : if type = ‘contestual’, the module in which the button is visible$...