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...ting Write 3. from the Messages module interface, clicking on All thre ...n of an email from the Messages module From version 19.10, you can pro ...dicated folder from the message module (see chapter 5.2.1) N.B.: Once the sending date and time have been re...

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.

...ate a new quote from the Quotes module using , entering the links to t ...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 r...

The billing module is useful for managing the admi ...er 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...

...th the button from the HelpDesk module, or with Add Ticket from the re ...port menu of another module. Priority Customisable: usually ...he signature icon in the Ticket module. Below is an example of an APP signature: The signature will be saved and report...

To configure the SLA module, access the SLA.config.php file ... in the subfolder where the CRM modules/SLA is installed. Then open th ...SLA count; details given below. Module and status field definition Suspension statuses It is possible to define one or more...

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.

...phs are available in the Charts module, organised into folders in the ...r) or in the custom tabs of the modules. Once the report is saved, it ...arts directly from the "Charts" module in vtenext. On this page, you can modify the parameters previously se...

...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...

... one or more fields of the same module when a condition defined within ...he rule as you like: select the module on which to apply the rule; ind ...ne the rules only on the chosen module. It is possible to define multiple conditions (Add Condition): all co...

... 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 ...culated fields. In the Accounts module, the result will be as follows: In the formulas you can use all algeb...

...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 incoming ...directly in the Trouble Tickets module. Note that the tickets created in this way are distinguished from tho...

... the records in the "Documents" module related to the entity (instance ... of a module) connected to the Process helpe ... record detail of the Processes module (Figure 3 and 4). Alternatively, you can look at the documents directly from the record linked ...

...or the number in the configured module and can continue with linked se ...arches in associated modules. Result display: the plugin shows a single result, multiple result cards, or an unknown-caller popup. The popup can be moved freely and minimised. Import...

...', 'ListViewControllerCustom', 'modules/SDK/src/CUSTOMER/ListViewContr ...lrow, $navigationInfo); $module = $focus->modulename; if ($module ===module === 'Leads') { // add an icon to each lead to open the record in the erp: $actionLinkInfo[] = "<a ...

... Popup Field Configuration: CRM modules and fields displayed in the po ...n: secondary searches in linked modules. Descriptive Information: an internal description that is not shown to operators. Rows can be added, reordered, or removed. Save the configura...

...Utils.php file available in the modules/SDK/src/ProcessMaker path.It m ...essMakerFieldAction('division','modules/SDK/src/ProcessMaker/Utils.php','division(value1,value2,...)'); N.B: Each typology has its own dedicated command, so if we had to load an “AC...

...ing or modifying the values present, and assigning different views by role (i.e.: two users of different roles see different values of the same picklist). select module choose the picklist field add ...cklists are accessible from the Module Manager.