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16.6 Access Field

User Manual vtenext 26.04 16 Hierarchical roles and user profiling

...ty of the fields in the various modules on the part of the entire orga ...ble the mandatory fields of the modules. Warning! The Access Fields rules prevail over the rules set by the Profiles except for the ADMIN user who will see them all, even if they ar...

Installation requirements vtenext 26.04

Installation Requirements

...ral_ci collation) apache 2 >= 2.4.13 / nginx 5. Required PHP modules: bcmath curl gd imap json lda ...l xml zlib zip 6. Optional PHP modules: apcu imagick 7. Supported Browsers: Firefox >= 78 Google Chrome >= 86 Edge >= 18 Safari >= 12.1 Opera >= 69

11.4 Procedura di registrazione SDK di processo

Manuale dei processi 11 SDK di Processo: Installazione e Con...

...ls.php disponibile nel percorso modules/SDK/src/ProcessMaker.Successiv ...essMakerFieldAction('division','modules/SDK/src/ProcessMaker/Utils.php','division(value1,value2,...)');N.B: Ogni tipologia ha il proprio comando dedicato, quindi nel caso dovessimo c...

11.1 SDK Field Action

Business Process Manager Manual 11 Process SDK: Installation and Config...

...ion('vte_calculate_percentage','modules/SDK/src/ProcessMaker/Utils.php','Calculate percentage (percentage,total)'); In the implemented function I will then indicate the 2 parameters and return the result of the operation. function vte_calculate_percentag...

4.3 Shared Calendar and preferences

User Manual vtenext 22.05 4 Calendar and Activities

...rily entering from the calendar module Open: to open the event/task of the specific calendar Dismiss: to instruct the CRM to no longer generate alerts for a specific event/task Dismiss All: snooze function that makes it possible to set alerts, again via...

4.3 Shared Calendar and preferences

User Manual vtenext 26.04 4 Calendar and Activities

...rily entering from the calendar module Open: to open the event/task of the specific calendar Dismiss: to instruct the CRM to no longer generate alerts for a specific event/task Dismiss All: snooze function that makes it possible to set alerts, again via...

Smarty Custom Templates

Developers SDK 2

...replace all types of views of a module you need at least 7 rules: $ ...params Notes array(‘module’=>’Leads’, ‘action’=>’Lis ...tView’) ListView array(‘module’=>’Leads’, ‘action’=>’ind ...ex’) ListView array(‘module’=>’Leads’, ‘action’=>’Det...

Include custom php/js/css files

Developers SDK 2

...pe, 'SDKScript', $file); $id : module id that register the customization (in this case, SDK, 31)$type : can be “HEADERCSS” or “HEADERSCRIPT”$file : the php file path and the file name to be included Hooks:include/Webservices/Utils.phpinclude/squirrelmail...

12.2 Projects

User Manual vtenext 22.05 12 Projects and orders management

...reate a new project, access the module and press the button Key fields: Related to Link to the customers’ registry (Accounts/Contacts) present in vtenext, if the project relates to the customer. If it is an internal project, it can be left...

18 Other vtenext Settings

User Manual vtenext 22.05 18 Other vtenext Settings

... Webform with GDPR fields Customer Portal How to enable the Customer portal Customer Portal interface GDPR module settings Account Details Server SoftPhone Settings Requirements and configurations LDAP Currencies Taxes Calculation Proxy Server

18.1 Template email

User Manual vtenext 22.05 18 Other vtenext Settings

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.

17.6.3 Import new language pack

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

The module manager allows you to import a new language package. The procedure below sets out the installation steps. The new language can be changed in the user preferences.

17.13 List view colours

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

...with colour based on the Rating field. Edit page to change the color of the Accounts based on Rating field  This colour will then be shown on the All filter (no active filter) and on the custom filters created for the module. List view with coloring

11.1 Vendors

User Manual vtenext 22.05 11 Passive cycle: vendors and purchase ...

...e orders, messages, calendar activities, etc. The contact details will be linked via the Vendor Name field and this will distinguish vendor contacts from customer company contacts. Warning! Newsletters and targets are not related to the Vendors module.

10 After-sales: trouble tickets and activity tracking

User Manual vtenext 22.05 10 After-sales: trouble tickets and act...

...vention report. The HelpDesk module is based on tickets. The ticket represents the request of a customer referring to a purchased product/service that can be associated with various other vtenext entities (Calendar, Accounts, etc.).For example: To is...

10.7 FAQs

User Manual vtenext 22.05 10 After-sales: trouble tickets and act...

...ers, also applicable on the FAQ module), for finding out the status (active or not active) of the question-answer, and more (customisable). N.B.: FAQs can be generated very quickly by directly converting a ticket into a FAQ. To do this, just enter det...

7.2 The App in detail

User Manual vtenext 22.05 7 Modulo GDPR

...ct management of the operations and processes connected to the GDPR directive, vtenexthas developed the GDPR KIT: a complete solution that includes an additional module for vtenext, structured in the two sections “Processing Register” and “Assumption Kit”.

6.1.1 Step 1: Campaign

User Manual vtenext 22.05 6 Marketing Communication Tools

...hat “Campaigns” is a horizontal module that can be used also for other kinds of campaigns, such as telemarketing or events. Create a new record from Campaigns with the CREATE button Most of the fields shown are optional. If you are creating a newsletter-...