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8.3 Services
Like the Products module, designed to distinguish the ca ... in the inventory, the Services module distinguishes services such as ...that described for the Products module.
10.1 Trouble Tickets
...th the button from the HelpDesk module, or with Add Ticket from the re ...port menu of another module. Priority Custo ...he signature icon in the Ticket module. Below is an example of an APP signature: The signature will be saved and rep...
12.1 Job Orders
From vtenext 20.04 the new module Job Orders is now available. Th ...e module is linked to the Project Plans ...Job Order from the Project Plan module but it is not possible to choose an existing Project Plan from the Job Order record.
17.3 Status Manager
...atus Manager, choose the Quotes module, then the Quote Status field, a ...tatus Manager for only a single module field. If you try to activate t ...other role. After selecting the module, field and role you want to configure, select the role from which you...
17.4 Conditionals
... one or more fields of the same module when a condition defined within ...rule as you like: select the module on which to apply the rule; in ...ne the rules only on the chosen module. It is possible to define multiple conditions (Add Condition): all...
17.7.2 Custom fields mapping for Leads conversion
For the Leads module only, you can map the custom fi ...counts, Contacts and Potentials modules, which will delete the source ... field both on Leads and on the modules where you want to transfer the data (Accounts, Contacts and/or Potentials). The fields mus...
17.14 Field Formulas
... simply go to Settings> Desired Module (e.g. Accounts) and click on "N ...e Layout editor of the Accounts module, you can prepare the fields tha ... employees): In the Accounts module, the result will be as follows: In the formulas you can use all al...
17.15 Mail Converter
...l into a Ticket in the HelpDesk module. From vtenext 20.04 it is possi ... happens to the Trouble Tickets module? At this point all the incomin ...directly in the Trouble Tickets module. Note that the tickets created in this way are distinguished from tho...
5.2.1 IMAP configuration and folders
...e or directly from the Messages module of each user through the cogwhe ...ssing Folders from the Messages module Once the configuration, of ...ed, you can find in the Message module the list of the folders (standard and special) divided for each accou...
3.6 Potentials
...ng points for negotiations. The module is organized with filters and i ...s access to the data of related modules. As usual, a relation can be a ...rganizational layout of related modules Conversations Notes PDF Maker Documents Activities (Cal...
9.2 Quotes
...ate a new quote from the Quotes module using, entering the links to th ...tions provided by the PDF Maker module panel in the Other menu, at the ...re information on the PDF Maker module and printing, please refer to the relevant chapter. You can use the ...
5.2.2 Writing and reading emails
...cting Write3. from the Messages module interface, clicking on All t ...n of an email from the Messages module From version 19.10, you can pr ...dicated folder from the message module (see chapter 5.2.1) N.B.: Once the sending date and time have been r...
10.3.1 SLA configuration
To configure the SLA module, access the SLA.config.php file ... in the subfolder where the CRM modules/SLA is installed. Then open ...LA count; details given below. Module and status field definition Suspension statuses It is possible to define one or ...
Import Processes with a script
...nd of the installation of a new module: just include the process file ...the method vtlib_handler of the module class. Example require_once('modules/Settings/ProcessMaker/ProcessMakerUtils.php'); $PMUtils = ProcessMakerUtils::getInstance(); $PMUtils->...
5.5 Mobile Profiles
...ll then be able to choose which modules to display, which ones to set ...ate or delete records from that module, which fields are mandatory, an ...which fields of each individual module will be visible from the mobile app. Once saved, the mobile profil...
2.3 Barcode Scanning and QR Code Search
...canning By going to SETTINGS > MODULE MANAGER > PRODUCTS > LAYOUT EDI ...(in the example of the Products module), with Barcode Scanning Enabled ...in vtenext. In practice, in any module, I can use the search engine of the Wilson App to scan a QR Code and ...
3.2 Messages
The Messages module allows you to read e-mails usin ...the vtenext App. As soon as the module is opened a screen is displayed ... of a new record. The available modules are displayed at the top of the e-mail message display, or by clicking on the icon
Tags
...er vtenext and search among the modules for the Tags module. Here you can see the list of t ...are two ways: Enter the Tags module and click on "Create Tag" at the top left (you will then need to associate the tag with the event). From the Event, click...