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...ns” menu, choose the Newsletter module then choose Add Newsletter. A new newsletter tab will be created. Newsletter Name Choose a name that is connected to the newsletter objective (the name remains internal to vtenext) Campaign ...

...etter" button from the Campaign module list view, a new campaign will be created containing the new newsletter. Steps of the newsletter wizard: Select recipients: select Target, Accounts, Contacts and/or Leads and filters available Template: choose on...

...atistics tab from the Campaigns module to view an overview of statistics and details for individual statistics. Message Queue emails that have not yet been sent (when sending is complete, this column must be blank) Sent messages ...

...fice status. Clicking on from the Messages module allows you to access this function, by means of the specific item of the same name. An additional window will open in which you can Enable or Disable this function and set the automatic replay message text.

...om the list view of the desired module, e.g. Leads, then click on the button  followed by Email, located above the records list. The system prompts you to choose one or more of the email type fields available in the record (can be Email address, Other e...

...lated object, from the Calendar module graphic interface, or using the CREATE button. Subject Enter a name (title) for the to-do Priority Set a priority level Description Add a short description to the to-do ...

... a new record, access the LEADS module and click on the button The lead creation window will appear: Example of key record fields: Name/Surname Name and surname of the contact person. Company Company name in which person i...

...form a uniqueness check on each module by means of the "Find Duplicates” button when creating new records. Define the set of fields to be matched and then click on Save Mapping. At this point, whenever you attempt to edit an existing record or create a...

...ling an email from the Messages module. View of the Book me function from the email compilation window Operating cycleWhen a user sets semiautomatic mode, he/she creates a "Free for booking" type event, and an event will appear in the calendar as shown...

...ay. It is also possible to change the colour of the bars in the graph in SETTINGS > LISTVIEW COLOURS. By selecting the Project Tasks module, and changing the colour linked to the value in the TYPE drop-down menu, you can obtain a result as follows:

...generate a PDF, access the main module registry (e.g.: Quotes) and click the Other button in the top right-hand corner. The PDF Maker panel for exporting the document will appear. Choose the desired model and press Export in PDF. At this point the syste...

...ngs tab, you can define the name of the output PDF file. This option allows you to define the file name according to your needs. It is possible to combine text strings, module variables and standard variables such as the template name, current date, etc.

You can import or export the templates of the PDF Maker module in XML format using the appropriate buttons.This feature is only available to CRM administrator users.

... Press Add privileges on the module for which you want to create an exception; Then select the entity owner role in Step 1; Select the role for which you want to extend visibility in Step 2; Then define the permission between Read Only or Read and Wr...

...st editor, select the reference module and then indicate the pair of picklists to link. Fill in the dependency matrix: The first line (table header, in bold) shows the values of the first picklist. Below each value, you must activate the desired valu...

...assword. The user can only access the contents of the field after entering the password. Choose the module and the field of interest and enter the password: Warning! If you forget your password, the data can be recovered through technical assistance.

...et sheet and in email (Messages module), in the form of the Play, Pause and Stop buttons. As soon as you start tracking, the system counts the time that elapses until it stops. It is also possible to pause the tracking so as not to count any suspensions...

...cklists are accessible from the Module Manager. Once the multi-language picklist fields have been created using the normal Layout Editor, the values must then be entered into the Multi-language Picklist Editor to be translated. Enter the values in the ...