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13.2 Charts
... to NO instead, with the SHOW VALUES set to either VALUES or PERCENTAGES, it will show you the data on a single slice of the pie chart.The graphs are available in the Charts module, organised into folders in the ...r) or in the custom tabs of the modules.
17.2 Workflow
The Workflow tool was replaced by the module processes (Process Manager). It ...the following pop up: Workflow module has been replaced by Processes. Would you like to create a process?
17.5 Wizard Creator
... a tab in the view by list of a module. In the specific example, a Wiz ...ts. You then go to the specific module and click on the page configuration. Click on "New simple tab" and choose a name for this new view. When you click the "Create" butt...
18.5 Server SoftPhone Settings
...call history in the PBX Manager Module (Call Manager Module) Associate the phone calls with the Contact/Account/Lead in the Activity History. Set user extensions through the User Preferences data sheet. Phone numbers format: you can save the number in v...
8 Inventory: products, services and price books
...ycle. As for the other vtenext modules, to create a product simply cl ...ick on the icon in the module. Key fields: Product Name Name of product Product Code This value appears in Quotes, Sales Orders, Invoices and Delivery...
3.7 Quotes
The Quotations module is again organized with filters ...rganizational layout of related modules Conversations Notes PDF Maker Messages Activities (Calendar) Tasks (Calendar) Sales Order Documents Processes
3.10 Products
In Wilson for vtenext the Products module only exists as a relation for o ...ther modules that use it, like Quotations, Sales Orders, Purchase Orders, Invoices, etc. Product description
3.14 Trouble Tickets
The Help Desk module contains all the Trouble Ticket ...rganizational layout of related modules Comments Conversations Notes PDF Maker Messages Activities (Calendar) Tasks (Calendar) Documents Services Service Contracts Installations...
3.20 Visit Reports
This module is for managing visits to poten ...rganizational layout of related modules Conversations Notes Products Activities (Calendar) Tasks (Calendar) Messages PDF Maker Processes
6.1.4 Special variables in the newsletter template
...m the Lead, Companies, Contacts modules.The button “GDPR and Privacy” ... Detail of the choice of the module for inserting the variable Detail choice of the variable By clicking on INSERT, the variable will be positioned where desired Unsubscrib...
12 Projects and Job Orders management
Project management in vtenext is organised over four modules: Job Orders Projects Proj ...(cross-area use of the HelpDesk module)
3.5.2 How to format the CSV file
...connect said Contacts (or other module), with your Company (or other module whose main name must be written in the same way as it was entered in vtenext): Name Surname Account Name Lynda Carter Accounts::::Wonder LTD Below we will ...
Sync Calendar with Google Calendar
...dar ? Thanks to this additional module you can make it possible!Once y ...u have installed the additional module, inside the user preference, you can insert username and password of your Google Account, in order to connect Google Calendar.Whithin user pref...
3.4 Accounts
...For example, from the Companies module it is possible to progress to t ... Organizational layout of the modules related to Companies Conversations Notes PDF Maker Activities (Calendar) Tasks (Calendar) Products Contacts Messages Sale...
vtenext 23.08 Release Note
...ditionally, you can publish any module present in vtenext, including c ... Mark as Spam: In the Messages module, the option to add emails to spam more quickly has been added. External Dynamic Forms (BPMN): With this feature, it is possible to send extern...
vtenext Business 18.12 Release Note
...ents include: Versioning for modules, roles, profiles, and conditio ...abling the import of blocks and module fields into dynamic forms. GDPR support, now extended to business units. vtenext 18.12 delivers improved overall performance, fully support...
Nuova integrazione
...pi/v1/vtews/zapier.subscribe {"module":"Leads","hookUrl":"{{bundle.ta ...stapi/v1/vtews/zapier.create module = Leads data = {{bundle.inputData.dataField}} Ovviamente VTE-URL va sostituito con l'indirizzo completo della vostra installazione vtenext,...
Available SDK Functions
...utomatically installs four Field Actions (identified by the WASB prefix): Send Template: Allows sending a message via the WASB Conversations module using a WASB Template (approved ...d within the WASB Conversations module and sends them immediately.