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The main purpose of a CRM system is management of customer relationships, in regard to which communication tools take on a role of critical importance. vtenext offers different kinds of tools to manage communication towards customers (existing or potential) an...

To activate the transmission of emails from CRM, fill in the SMTP server data in Settings > Mail server > Simple Mail Transfer Protocol (SMTP). Account choose the server type from among the ones on the list; if your mail server type is not incl...

The vtenext Messages module uses the IMAP email account. You can work on emails through vtenext as if you were working on the server, namely without any downloading of emails to a folder. Any operations that you do in the messages module will be carried out di...

Once you have set the SMTP server (see above), the IMAP server can be set up here or directly from the Messages module of each user through the cogwheel icon > Account.Each user will be able to manage multiple mailboxes, both on servers configured in the Admin...

The Centralized Signature makes it possible to set a default signature, identical for all crm users, with the same graphic layout and characteristics. Go to SETTINGS > OTHER SETTINGS > COMPANY DETAILS and scroll down to the bottom of the page to find the "Sign...

There are three equivalent options to send an email, e.g. to a contact: 1. clicking on the email address shown in the record or in any vtenext page;2. clicking on the icon in the light blue toolbar, selecting Write3. from the Messages module interface, clicki...

Compose a new email. Download emails from the email server Messages module settings (user's personal settings) Mark message as read/unread Mark message as important Move e...

To share an email with another user, simply open a conversation on the email concerned. The “Conversations” tool (see specific chapter) is located at the bottom of the page, under the body of the email. Emails shared by means of a Conversation are flagged wit...

Attachments in .ics format are identified as invitations to attend an appointment and they create a pre-linked calendar event. The recipient can specify his/her intention of participating/not participating in the event. The message interface appears as shown b...

Layout: change the emails list layout Filters: set up filter rules for automatic transfer of emails into folders POP3: set up a secondary account in POP3 mode Warning! Once a secondary account has been configured in POP3 mode, a copy of th...

A mass mailing tool is available send an email to multiple recipients (20 max) in a single shot. Select the email recipients from the list view of the desired module, e.g. Leads, then click on the button  followed by Email, located above the records list. T...

The vtenext admin user can make email templates available to other users for use for single emails and for newsletters. The general characteristics of email templates applicable to both mails and newsletters are described below, while specific functions concer...

vtenext proposes an alternative solution to manage the exchange of information within your organisation, avoiding the transmission of emails or paper notes that cannot be tracked. To open the Talks module click the icon  on the right-hand toolbar. The scre...

vtenext keep users informed of the data of interest by means of the Notifications tool.Each user can define the following details from the Preferences tab: notification method: Email/vtenext (“Notify me via” field); frequency of unread notifications summar...

From version 19.10 you can receive a notification from the CRM when a new vtenext version update is available. Clicking on the update details will open a dedicated page that allows you to plan or postpone the vtenext update. Plan Update Click on PLAN UP...

vtenext features a simple but invaluable documents manager. Documents manager main characteristics: Store file type documents (uploaded locally) or links (url from the web); Create folders to store documents digitally; Assign documents to the user respon...

Document revisions can be managed by means of the “Add Revision” button in the OTHER tab. Once the revision is created, the list of previous versions will be available in the OTHER tab. To share a document click on “Share Document” to send a link by em...

Opening DOCUMENTS in a CRM entity makes it possible to upload one or more files using drag and drop. The system will present a popup that allows you to choose the upload method: individual files or single file in .zip format. The next step allows the user to c...

Notes can be found in the vtenext records, located at the bottom left (available in most modules), and on the main management panel, which is accessible from the icon on the light blue toolbar. The following options are available from the record: Make a te...

The vtenext calendar allows you to award a priority to your activities, specifying the users or contacts involved and the subject connected to the activity. A simple click is sufficient to access the related content, postpone an activity that you have been un...