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... enables the license management module.The CRM-side installation is typically handled by the official vtenext partner or consultant. Installing the Outlook add-in alone does not activate the plugin.CRM-side activation is always required (see Chapter 4...

Emails linked through Outlook Mail Connector are stored directly within the selected record in the vtenext CRM. Specifically: the email is associated with the selected module (Companies, Contacts, Leads, Op ... and from the related Documents module.

...to the current process CRM Module → indicates the name of the mai ...n CRM module involved in the process, which forms the basis for the initial (starting) conditions of the process Active → indicates whether the process is active (yes) or inacti...

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 It ...the following pop up: Workflow module has been replaced by Processes.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?

... 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 basic tab" and choose a name for this new view. When you click the "Create" button, a bla...

...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 vten...

...ge: personal splash screen;Navigation: menus and icons;Search functions: simple and advanced search, in each module and global;Modules and records: what they are and how they are structured;User preferences: personal information, notifications and more.

...John Connor"; $url = "index.php?module=aaa&action=".urlencode($_REQUES ...button" onclick="myFunction(\'{$module}\', {$recordid}, \'{$entityName ...CTION"|trans}">'; $params = [ 'module' => $currentModule, &Module, 'recordid' => intval($recordid), 'entityName' =...

... bottom left (available in most modules), and on the main management p ...ts cannot be filtered using the module’s Filter function, nor can they be displayed as a column in the list view or tracked by means of the global search function. This is a personal...

... bottom left (available in most modules), and on the main management p ...ts cannot be filtered using the module’s Filter function, nor can they be displayed as a column in the list view or tracked by means of the global search function. This is a personal...

...duli coinvolti: Standard Modules Included Extra Modules Products Warehouse Quotes Passive DDT Sales Orders Passive Invoices Purchase Orders Internal Documents DDT Discounts and Surchargers Invoices   Price Lists  

...add all correlated data for the modules that appear in the list. For e ...rganizational layout of related modules Conversations Notes PDF Maker Invoices DDT Activities (Calendar) Tasks (Calendar) Documents Installations Project Ta...

...f correlated data regarding the modules that appear in the list. In ...rganizational layout of related modules Conversations Notes PDF Maker Activities (Calendar) Tasks (Calendar) Documents DDT Installations Messages Processes ...

...rview for Plans. Like the other modules, Operations is organized with ...rganizational layout of related modules Conversations Notes PDF Maker Activities (Calendar) Tasks (Calendar) Trouble Tickets Messages Documents Processes ...

...dlines or daily/weekly/monthly/annual company Milestones. As in the other modules, Milestones are organized with ...rganizational layout of related modules Conversations Notes Messages Activities (Calendar) Tasks (Calendar) Processes  

Like all the VTENEXT modules, Delivery Notes are organized ...rganizational layout of related modules Conversations Notes PDF Maker Documents Invoices Messages Processes      

...essary to close and then reopen the App in order to see and changes (it is not necessary to Logout/Login).This mainly involves: Changing privileges for modules / fields / profiles Creation, ...s Changes in relations between modules Language changes

... apache 2/nginx 5. Needed PHP modules: curl gd imagick imap ld ...l xml zlib 6. Suggested PHP modules: apcu If the connectivity is requested toward other database, for example Microsoft SQL Server or Oracle, it is necessary to arrange the n...