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Presave
...re il metodo: SDK::setPreSave($module, $src);$module : il nome del modulo$src : il p ... il metodo: SDK::unsetPreSave($module, $src = NULL);$module : il nome del modulo$src : il p ...nzione getListViewCheck($currentModule); Nota: nel caso createQuickTO...
HR Requests
This additional module allows you to manage requests for Permits, Holidays, Sickness and Remote Work, with a system of automatic and manual approvals, which follow the crm hierarchy.
Analysis of the HR Request Processes and the main variables
When the HR Requests module is installed in the CRM, there ...age all the automations and the module, but it is important to focus on two fundamental aspects that you will very likely need to modify. The highlighted block, named “2 hours”, allows changing th...
2 First steps: how to browse vtenext
...rsonal splash screen;Navigation: menus and icons;Search functions: simple and advanced search, in each module and global;Modules and records: what they are and how they are structured;User preferences: personal information, notifications and more.
10.1.1 Service channels
...ding of the box in the HelpDesk module. All emails received in the inb ...ve in real time in the HelpDesk module. You and the customer can have a conversation through comments. The Portal is not only a ticket acquisition channel but also a real management ...
10.3 SLA
...at 10.00 the following day, 6 March. In vtenext, the SLA functionality is integrated with the HelpDesk module, counting the time from the ope ...so it must be activated for the module to work. See the relevant chapter: CRONJOB – Processes to be scheduled.
10.5 Services Contract
... there is the SERVICE CONTRACTS module dedicated to the management of ...te the service from a connected module. Priority is given to Accounts Tracking unit Calculated on the basis of the units used When the contract service is added fr...
10.6 Installations
...e this information in a special module that links customer and product ...s. The Installations module allows you to track all the registration numbers that have been sold/hired to customers, while also monitoring the history of any assistance provided on t...
9 Sales: from the potentials to invoice
The main modules and processes involved in the ...ers) are managed with the Leads module. As explained in the first part of this manual, the sales person who manages the lead will convert it into a customer (company and/or contact) only after the expression o...
9.6 Delivery Notes
The Delivery Notes module is used to manage transport doc ...pter dedicated to the PDF Maker module.
7.1 How to create contact campaigns
...his can be done from the Target module or directly by clicking on the ...te the Target directly from its module at point 10), you must remember to link it to the previously created campaign. To do this, simply enter the Campaign 14) A popup will now op...
3.2 Accounts
The accounts module contains the records concerning ...c is as described for the Leads module. A selection of the main fields in Accounts is shown below: Account Name Business name. Member of Manages a hierarchy between companies b...
3.5 How to import and export records
If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext Leads, Contacts, Accounts and Vendors modules. Import data; How format C ...anage duplicate record within a module; Save import data Mapping.
3.6 Mass Edit
...l records selected in the Leads module. Click on OTHER > MASS EDIT ...dit is available in all vtenext modules under the Other button. The mass edit function is not however applicable to all fields. Among the editable fields, the CRM admin user can enab...
21 CRONJOB
...ications, newsletters, Messages module, Mail Scanner and SLA.To activa ...cations) Newsletters Messages Module (automatic download of messages) The automatic processes relating to the following functions must, instead, be activated manually: Mail S...
4 Calendar and Activities
...tion efficiently. The Calendar module appears as shown below: Week ...orth provided for all the other modules. From 20.04 version, is also available events displayed by Resources.This setting improves the user's visibility of the weekly activities p...
8.2 Product Lines
...h groups using the Product Line module. The record for the line includ ... new ones. The product lines module produce the statistics present within each linked potentials in addition it generates the statistics within Budget tab linked to all the exis...
12.3 Project Tasks
...ions From vtenext 20.04 in the module Project Task we can find the ne ...Daily cost field in the Account module Detail Project with Project Budget Detail Project with Pack Budget Detail Project with Consumptive Budget N.B. As the type of Service...