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2.10 Configuration Section “When to run the check” in the Initial Condition Task.

Business Process Manager Manual 2 Symbols, Fundamental Rules, and Compa...

...tion of a record (instance of a module) - “whenever condition is tr ... specific record (instance of a module) again, even if the conditions ...ween two records (instance of a module) of two modules having an N - N relation Figure 1 (click on image ...

vtenext 21.01 release notes

User Manual vtenext 26.04 1 Introduction

...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...

2.7 Users preferences

User Manual vtenext 26.04 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...

3.4 Vendors

User Manual vtenext 26.04 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).

4.5 Import and export activities

User Manual vtenext 26.04 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...

6.1 Newsletter Campaigns

User Manual vtenext 26.04 6 Marketing Communication Tools - Newsl...

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 (...

6.1.2 Step 2: Target

User Manual vtenext 26.04 6 Marketing Communication Tools - Newsl...

...campaign tab, select the Target module and then Add Target in the Rela ...means of filters. Choose the module concerned in the relations menu ...ically involved for the various modules. In the example shown below, w ...ve flag). Note. The Newsletter module can manage duplicated email add...

15.6 Push Notifications

User Manual vtenext 26.04 15 Other Functions

...fications for the Conversations module. CAUTION: A notification won't ... notifications for the Messages module. CAUTION: A notification won't be sent for every new email received; they are grouped Process Tasks allows receiving notificatio...

15.9 Klondike Co-Pilot (Your Personal Assistant)

User Manual vtenext 26.04 15 Other Functions

...othly with vtenext and its main modules, ensuring a continuous workflo ... the ticket). Messages Module: You can request a summary of a ...ersations: In the Conversations module, just like in the Messages module, Klondike can help respond to c...

Linking Emails to the CRM

Outlook Mail Connector Operational Usage

...r selecting the appropriate CRM module and identifying the correct rec ... Select the destination CRM module. Select the appropriate re ...ages relationship of the chosen module. Email linking can be performed for both incoming and outgoing m...

16.7 Advanced Sharing Access

User Manual vtenext 26.04 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.

13.1.2 Basic Report Example

User Manual vtenext 26.04 13 Reports and charts

...report using data from a single module, applying filters and aggregati ...ain the features of the Reports module and demonstrate the main ways i ...t will be based on the Accounts module. Its purpose is to analyze the ...l be selected from the Accounts module using the drop-down menu availa...

vtenext 21.01 release notes

User Manual vtenext 26.07 1 Introduction

...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 ...vtiger 2. Additional integrated modules: Accounts Products Currency S ...ch is introduced to all vtenext modules. It allows to display the sear...

2.7 Users preferences

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

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

3.4 Vendors

User Manual vtenext 26.07 3 Customers records and basic data mana...

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

4.5 Import and export activities

User Manual vtenext 26.07 4 Calendar and Activities

...via Active Sync protocol (extra module); Synchronisation with Exchange ... calendar (extra module); Synchronisation with GCalenda ...r (extra module); Synchronisation with Zimbra ( ...extra module); Synchronisation with Outlook and Thunderbird via plugin.

6.1 Newsletter Campaigns

User Manual vtenext 26.07 6 Marketing Communication Tools - Newsl...

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 (...

6.1.2 Step 2: Target

User Manual vtenext 26.07 6 Marketing Communication Tools - Newsl...

...campaign tab, select the Target module and then Add Target in the Rela ...by means of filters. Choose the module concerned in the relations menu ...ically involved for the various modules. In the example shown below, w ...ive flag). Note. The Newsletter module can manage duplicated email add...