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15.6 Push Notifications
...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 notifications for process ...
15.9 Klondike Co-Pilot (Your Personal Assistant)
...othly with vtenext and its main modules, ensuring a continuous workflo ... added to 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...
16.7 Advanced Sharing Access
...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.
5.3 Managing Properties of Individual Fields
...existing picklist on one of the modules involved in the process or pre ...e process, the instance of that module does not exist. For example, if ... entity action on the companies module and in the second instead the p ...variables linked to the generic modules present in the CRM (Figure 7) ...
13.1.2 Basic Report Example
...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...
Installation
The module can be installed independently ...from Module Manager → Customize Modules → Import New Module, by selecting the provided ZIP package. If the plugin is already installed and the license is active, subsequent versions can also be applied through OTA ...
Webforms
...ture', 'WebformCaptureCustom', 'modules/SDK/src/CUSTOMER/WebformCaptur ...method: <?php require_once('modules/Webforms/WebformCapture.php'); class WebformCaptureCustom extends WebformCapture { /** * Read data from request and populate the ne...
Reports personalizzati
...empio: <?php require_once('modules/Reports/ReportRun.php'); cl ... $reportid; $this->primarymodule = 'Accounts'; $this->repo ...al $adb, $table_prefix; $module = 'Accounts'; $tabid = getTa ...bid($module); $count = $adb->num_fiel...
Custom Folders and Reports
...cture: <?php require_once('modules/Reports/ReportRun.php'); cl ... $reportid; $this->primarymodule = 'Accounts'; $this->repo ...al $adb, $table_prefix; $module = 'Accounts'; $tabid = getTa ...bid($module); $count = $adb->num_fiel...
2.6.1 How to create a Filter
...can be applied to all the other modules. Configuration parameters: ...tically every time you open the module List in Metrics T ...a Report (for use of the Report module refer to section 12.1): By means of this setting you can link to t...
6 Marketing Communication Tools
...2: Target Step 3: Newsletter Common variables to the target Wizard “Create Newsletter” Email Sending Statistics and more Manual management of unsubscriptions Requirements and settings for the use of the Newsletter module SMS Module FAX Module
17.1 Process Manager
...variables made available by the module Once you have completed the fi ...cesses) associated with any CRM module, which contain a set of instruc ...d much more. Finally, from the Modules > Processes menu, you can follow all the in-progress processes and c...
6 Marketing Communication Tools
...2: Target Step 3: Newsletter Common variables to the target Wizard “Create Newsletter” Email Sending Statistics and more Manual management of unsubscriptions Requirements and settings for the use of the Newsletter module SMS Module FAX Module
6 Marketing Communication Tools
...Campaign Step 2: Target Step 3: Newsletter Common variables to the target Wizard “Create Newsletter” Email Sending Statistics and more Manual management of unsubscriptions Requirements and settings for the use of the Newsletter module SMS Module FAX Module
Inclusion of other files
...associate files or folders to a module, so that they are imported auto ...e available: SDK::setExtraSrc($module, $src); $module : the name of the module$src : the path of the file or f ...lves) use: SDK::unsetExtraSrc($module, $src); $module : the name of ...
Presave
...e the method: SDK::setPreSave($module, $src); $module : the name of the module$src : the path of php file To ...tomization: SDK::unsetPreSave($module, $src = NULL); $module : the name of the module$src : the path of php file (if ...all scripts registered for that module) The following variables are a...
9.5 Invoices
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...
6.1.2 Step 2: Target
...campaign tab, select the Target module and then Add Target in the Rela ...means of filters. Choose the module concerned in the relations menu ...cipients. Note. The Newsletter module can manage duplicated email addresses avoiding repeat sends to the sa...