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2.6.1 How to create a Filter (standard filters, advanced filters, filters based on report, kanban)

User Manual vtenext 26.07 2 First steps: how to browse vtenext

...can be applied to all the other modules. Configuration parameters: col ...tically every time you open the module Set as public Option to make th ...a Report (for use of the Report module refer to section 13.1): By mean ...ustry" field in the "Companies" module has been chosen, and the config...

5.3 Email Templates

User Manual vtenext 26.07 5 Personal communication tools

... available for emails (Messages Module) Newsletter: templates availab ...le for the Newsletters module Subject Email subject Message B ...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...

Fields Visibility

Developers SDK 2

... use the method: SDK::addView($module, $src, $mode, $success); $module : the name of the module to apply the view$src : the pat ...ow) The views defined for each module are applied in the order in whi ... to the queue of views for that module. The $mode variable only makes ...

Standard PHP replacement

Developers SDK 2

...e the standard php files of the modules, such as DetailView.php, EditV ...ough the method: SDK::setFile($module, $file, $newfile); $module : the name of the module$file : the value of the "action ...st be in the same folder of the module and must be specified without a...

2.7 Users preferences

User Manual vtenext 22.05 2 First steps: how to browse vtenext

...cation settings for the various modules; choose whether or not to rec ...of the user; change the access module after login (Default module); Calendar configuration ... receive based on the specified module, with the exception of those de...

6.1 Newsletter Campaigns

User Manual vtenext 22.05 6 Marketing Communication Tools

The Newsletter module, integrated with the “Campaigns ...” module, is the vtenext solution for ma ...nding marketing campaigns, this module allows you to track all movemen ...n the Newsletters and Campaigns modules, facilitates the creation of a new campaign (...

4.5 Import and export activities

User Manual vtenext 22.05 4 Calendar and Activities

...via Active Sync protocol (extra module); Synchronisation with Exchang ...e calendar (extra module); Synchronisation with GCalend ...ar (extra module); Synchronisation with Zimbra ...(extra module); Synchronisation with Outlook and Thunderbird via plug...

16.7 Advanced Sharing Access

User Manual vtenext 22.05 16 Hierarchical roles and user profiling

...ssions for a user on a specific module, based on rules defined accordi ...P 1: Add a rule in the Accounts module, then configure the rule. In ou ... with the Accounts and Contacts module and define the type of permissi ... of advanced sharing access for module.

3.4 Vendors

User Manual vtenext 22.05 3 Customers records and basic data mana...

The Vendors module contains the business name reco ...e departments. Vendors module is related to Contacts module, just like the Accounts module (1 to N).

3.12 Services

Wilson for vtenext App - User Manual 3. Modules

This module contains the list of services t ...lt to manage using the Products module. The relations menu can be used ...ata correlated with the related modules present. Service detail ...rganizational layout of related modules Conversations Notes Quo...

3.18 Vendors

Wilson for vtenext App - User Manual 3. Modules

This module is for managing the purchasing ...otes, etc.).The Purchase Orders module also appears within the Vendors ... module. This assists management of the ...rganizational layout of related modules Conversations Notes Contacts Documents Mess...

2.2 Home

User Manual vtenext 22.05 2 First steps: how to browse vtenext

...be composed of: filters from modules RSS to receive feeds from you ... the number of records for each module assigned to the user.   ...r "My private files" inside the module Documents. To create a new cus ...ample, if you wish to add a new Module, you will be presented with a s...

3.3 Leads

Wilson for vtenext App - User Manual 3. Modules

The Leads module is displayed according to the f ...Filters available for the Leads module List of Leads This is how a L ...TECRM Mobile: From the Leads module in the Wilson app, you can also ... Organizational layout of the modules related to Leads Conversa...

2.2 NFC Function - Mobile Scans

Wilson for vtenext App - User Manual 2. Instruments

...tration panel, go to SETTINGS > MODULE MANAGER > COMPANIES (or another ... relevant module), and add a related field to th ...e Mobile Scans module. This field will be immediat ...also available in the Processes module, allowing a process to be initi...

vtenext 21.01 release notes

Release Notes History

...t. The Book me box in the email module allows the user to enable/disab ...ssible to create Workflows. The module will still be available in read ... 2. Additional integrated modules: Accounts Produ ...ch is introduced to all vtenext modules. It allows to display the sear...

2.4 Sorting and Filters

Wilson for vtenext App - User Manual 2. Instruments

...nd filters. Taking the Accounts module as an example, starting from th ...at have been recently managed. Module Fields: For example, in the Com ...panies module, you can sort by fields such as ...those available in the specific module. Reset: Resets the view to the...

New integration

Creation of external apps Zapier

...pi/v1/vtews/zapier.subscribe {"module":"Leads","hookUrl":"{{bundle.ta ...ou can replace "Leads" with the module you want to configure. Continu ...stapi/v1/vtews/zapier.create module = Leads data = {{bundle.inputD ...s" can be replaced with another module, in case you wish to create a d...

vtenext Business 21.01 Release Note

Storico Release Note

...t. The Book me box in the email module allows the user to enable/disab ...ssible to create Workflows. The module will still be available in read ... 2. Additional integrated modules: Accounts Produ ...ch is introduced to all vtenext modules. It allows to display the sear...