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You can define further settings within vtenext: Template email Webforms Webform with GDPR fields Customer Portal How to enable the Customer portal Customer Portal interface GDPR module settings Account Details Server SoftPhone Settings Requirements...

As for the newsletter module, the admin user will be able to access to the email template editor. An email template can be used for messages or for newsletter and can be saved in a public or private folder. Within the template the variables can be added.

Through the vtenext Webforms tool, you can create a web form to be inserted within your site, for example the classic "contact us" form. The data entered in the webform will be automatically sent to the CRM in the Leads modules.To create a new webform, from Se...

GDPR fields have been enabled inside the webforms from version 18.12 onwards. For example, you can request Marketing Consent, Third-Party Consent, Profiling Consent, etc., and save the choice made with IP and date-time in the lead data sheet. Here are the con...

You can configure the functions of your customer portal through the Customer Portal entry.In Basic Settings you can: choose which entries (modules) must be active on the portal side define the sorting of entries In the Advanced Settings you can define:t...

Only the contacts in your vte can be enabled in your customer portal. Inside the single contact card, flag the control box in the PORTAL USER block and enter a support start date and an end date. When the flag is enabled, the system autonomously sends a messa...

Once they have entered their login details, your customer can first enter a new request for assistance and then access the entities that you have related to his contact card (only enabled modules) from the menu items on the left. Support requests by default pr...

For privacy management, you can customise certain configurations, the templates proposed for communication through GDPR campaigns and the privacy policy of your company through the different features of the GDPR module.

In Company Details you can specify the details of your company. This information can then be retrieved within the PDF Maker templates or Email or Newsletter for invoices, quotes, orders, etc. Make sure that the size of your company logo fits in the space av...

vtenext can be integrated with Asterisk, an open source telephone PBX application that allows you to route phone calls. Asterisk is a free implementation of PBX software that offers the same features as other proprietary systems at a much lower cost and with g...

You can configure the LDAP server data in vtenext to synchronise user passwords.For configuration from Settings, choose LDAP Server. Then fill in the LDAP server information as shown in the figure: When creating a user, you can search for the user once you ...

It is possible to manage different types of currencies in the event there are users who have to draw up offers in a currency different from the one proposed by default by the system (Euro).From Settings > Currencies you can view the currencies configured in th...

You can set the tax items to be used on Quotes, Orders, Invoices and Delivery Notes. Negative tax values can also be managed, for example for the management of ENASARCO or withholding tax. The calculation of taxes in Quotes, Orders, Invoices and Delivery N...

If your company is using a proxy server to access the Internet, you can use the Proxy Server Settings menu, as shown in the figure.

Customisation features are very important because they guarantee the use of vtenext for a wide range of business processes. It is possible to design the data structure for the vtenext modules via easy-to-use web interfaces: for example, it will be you who will...

The Process Manager is the tool that makes it possible to manage processes within a company, interpreting the drawings generated through a Business Process Model and the Notification tool (for example www.bpmn.io). These tools represent all the automatic proc...

The Workflow tool was replaced by the module processes (Process Manager). It is possible to see all the Workflow that were created, but is not possible to create new Workflow. If an user try to click on New Workflow in the top right corner of the screen, the ...

This tool makes it possible to implement flow logics in the management of information through the definition of rules for the change in value of a field Status. A practical example is given below. A quote must be approved by the sales manager before being de...