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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...
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...
5.1 Outbound mail configuration (SMTP)
...r personal mail in the Messages module (optional, as a different SMTP ...ailbox directly in the Messages module) but also for sending emails and notifications through processes. However, for Newsletters, there is a dedicated configuration, for which it is...
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...
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...
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...
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...
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...
9.3 Sales orders
...ockRO For the Sales Orders module (this field is available only i ...n this module), the "PBlockRO" field is available. It can be activated via a process and then managed through conditional fields so that, if checked, it will hide the product block w...
9.6 Delivery Notes
The Delivery Notes module is used to manage transport doc ...pter dedicated to the PDF Maker module.
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...
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)
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...
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...
9.1 Potentials
...entials, as for all the vtenext modules. Potential Name ...tom report in the Opportunities module, it is possible to monitor the Budget Delta that still needs to be reached. See also the dedicated chapter (Chapter 8.2 – Product Lines) ...