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2.4 Search in module

User Manual vtenext 26.04 2 First steps: how to browse vtenext

To find a term in a specific module, press the icon search. The ...search (available in all record modules, not available from the Home module). From the advanced research ...can: select any field of the module specify several search conditi...

7.2.3 Employee Module

User Manual vtenext 22.05 7 Modulo GDPR

The employee module allows you to register your int ...s generated automatically. The module can be managed like all the oth ...n” cannot be changed using this module but only from “User Preferences ...are replicated in the Employees module. The employee record can be co...

17.6 Modules Creator

User Manual vtenext 22.05 17 vtenext customization: advanced sett...

...e autonomous creation of entire modules integrated perfectly within th ...commercial (with product block) modules can be generated. Let's look a ...eation of a new, more advanced, module; in the example shown, we will ...create the Returns module. To start with the new module c...

17.6 Modules Creator

User Manual vtenext 26.04 17 vtenext customization: advanced sett...

...e autonomous creation of entire modules integrated perfectly within th ...commercial (with product block) modules can be generated. Let's look a ...eation of a new, more advanced, module; in the example shown, we will ...create the Returns module. To start with the new module c...

5.4 Talks Module

User Manual vtenext 22.05 5 Personal communication tools

... be tracked. To open the Talks module click the icon  on the right-ha ... self-respecting chat the talks module has a set of emoj available for ...Is possible to create or link a module to the current conversation ...u can perform searches in Talks module by means of the specific comman...

5.4 Talks Module

User Manual vtenext 26.04 5 Personal communication tools

... be tracked. To open the Talks module click the icon  on the right-ha ... self-respecting chat the talks module has a set of emoj available for ...Is possible to create or link a module to the current conversation ...u can perform searches in Talks module by means of the specific comman...

5.2 Messages Module

User Manual vtenext 22.05 5 Personal communication tools

The vtenext Messages module uses the IMAP email account. Yo ...ons that you do in the messages module will be carried out directly on ...mail account within the message module.

5.5 Notification Module

User Manual vtenext 22.05 5 Personal communication tools

...which you require notification (module notification Settings), selecti ...reation and/or editing for each module. Warning! Notifications of t ...he Modules Notification Settings are related to the functions assigned to the user. This means you will rece...

Courses Module Functionality

Courses module

The Courses Module is useful in cases where it is ...the course being published. The module sends an email to all Leads, Co ...tistics already existing in the module itself, which will be discussed in the following chapters.

5.4 Import Block from Module

Business Process Manager Manual 5 Process Helper: Dynamic Form Configur...

...d fields already exist within a module (standard or custom), using the ... “Import from module...” button it will be possible ...insert a copy of the block of a module involved in the process into the dynamic form (including the fields present within it, ...

5.2 Messages Module

User Manual vtenext 26.04 5 Personal communication tools

The vtenext Messages module uses the IMAP email account. Yo ...ons that you do in the messages module will be carried out directly on ...mail account within the message module.

5.5 Notification Module

User Manual vtenext 26.04 5 Personal communication tools

...which you require notification (module notification Settings), selecti ...reation and/or editing for each module. Warning! Notifications of t ...he Modules Notification Settings are related to the functions assigned to the user. This means you will rece...

19 Customise module numbering

User Manual vtenext 26.04 19 Customise module numbering

...e can update the missing records (i.e. without protocol) using the APPLY button. N.B. Once the prefix of a module has been changed, records previ ...current year in the Sales Order module Example of numbering with the ...current year in the Quotes module

6.2.2 Requirements and settings for use of the Newsletter module

User Manual vtenext 22.05 6 Marketing Communication Tools

For correct use of the Newsletter module the following requirements must ...emails sent from the Newsletter module are marked as spam.

3.5.4 Checking duplicates in a module

User Manual vtenext 22.05 3 Customers records and basic data mana...

...the presence of duplicates in a module by means of a wizard. To launc ...ther and Find duplicates in the module in question, then enter the key fields to find the duplicates (including customised fields).Start the duplicates search procedure by clicking O...

What is the Advanced Telemarketing Module?

Advanced Telemarketing Module

...ext, first, go to the Campaigns module and click on the sequence of bu ...ne interviews.The Telemarketing module helps manage the various pieces of information collected during calls, storing them in customer records and categorizing them by questionnaires...

WASB Conversations Module

WhatsApp Business Platform for vtenext ...

The WASB Conversations module is: Integratable into VTENEX ...latable to any native or custom module in VTENEXT. Synchronizable with the WASB address book via processes and SDK functions.

3.5.4 Checking duplicates in a module

User Manual vtenext 26.04 3 Customers records and basic data mana...

...the presence of duplicates in a module by means of a wizard. To launc ...ther and Find duplicates in the module in question, then enter the key fields to find the duplicates (including customised fields).Start the duplicates search procedure by clicking O...