Search Results

Field Formulas are custom fields that handle simple calculations and generate the result directly in a specially created field. To start, simply go to Settings> Desired Module (e.g. Accounts) and click on "New Field Expression". This wording will not be pre...

The Mail Converter is a tool that allows you to read one or more mailboxes and, when a condition occurs on an email, to activate automatic operations such as archiving the email, linking it to a registry entity, or transforming the email into a Ticket in the H...

This tool makes it possible to import data in vte (if the installation is on-site) from an external source, which can be both CSV (as already occurs through the standard import of master data) and database types. You can schedule the process according to a ce...

From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to connect vtenext with the modules of the machine learning engine Klondike: Process discovery agents: to analyse and discover the used processes within vtenext. O...

You can access the Check User Login section using the Settings item, present in the menu of the avatar in the top right corner. Here you can define and customise vtenext users in order to guarantee data confidentiality, managing access and data use privileges....

The profile defines the privileges of a user in regard to access to, and use of, vtenext modules and fields. The administrator, as instructed by company managers, must determine the operations that can be performed by the different users who will work on the C...

STEP 1: Once on Settings > Profiles, press New Profile: STEP 2: in the configuration window for the new profile, enter the name, description if any, and the basic profile to start from. STEP 3: Enter the access privileges in detail for each module: ...

Roles underpin the entire security system, each of which is based on a profile. The administrator, following the profiles, must create roles that reflect the company's organisational levels. If we establish, in fact, that the visibility of CRM data is control...

From Settings > Users you can create and manage users, which are displayed in a list on the main screen. The user in vtenext corresponds to a person, provided with an email address and password, which they access to work on CRM. Although simultaneous access...

Groups are effective tools for bringing together users who belong to the same team. They are used for data assignment. For example, if a Ticket arrives from a customer, you assign it to a dedicated Ticket management group so that all those users can see it. T...

vtenext allows you to set the access privileges of the Roles, defining whether the content of the CRM is generally accessible (public) or with limitations. There are various degrees of limitation. The rules are divided into two blocks: general global access ru...

The first thing to define is the Sharing Access rule for each of the modules. With what degree of freedom do you want the content of the modules to be accessible to users? The most restrictive approach is Private, which will strictly follow the hierarchical r...

At the bottom of the Sharing Access panel, you can create exceptions to the permissions that you have defined so far, thus creating exceptions to the hierarchy of roles. Press Add privileges on the module for which you want to create an exception; Then s...

The available function is used to control the visibility of the fields in the various modules on the part of the entire organisation. You can use this function both to show and to hide selected fields. By default, all fields are considered visible. It is not p...

This allows you to extend data access permissions for a user on a specific module, based on rules defined according to the same logic as filters. Let's look at an example: the Milan Agent user must be able to access the Account registries (all of them, even th...

The Audit Trails function allows the system administrator to know what a user has done in vtenext. You can enable/disable this control via the flag in the box, relative to the selected user. This function has been improved from version 21.01, making it centra...

As a vtenext administrator, you can monitor access to the system and view the history of each user.

Again, as an administrator user, you can view failed login attempts for each user and if they have been blocked (for example, if they have entered their password incorrectly more than 5 times), you can reactivate them by clicking on "Add to whitelist".

It is possible to provide constant and real time updates to all vtenext users through the RSS Feed links available on the web or specially created by the company. vtenext provides the option of choosing from a list of RSS feeds available for users and viewing ...

This area allows you to view websites of interest directly on vtenext. The system is also very useful for connecting to shipment tracking or communicating with web-based suppliers.