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... 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...

...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 ...

...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...

...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...

...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-...

...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...

...completed, within the Campaigns module you can access the Statistics tab to view a summary chart of the statistics and the detailed data for each metric. IMPORTANT: vtenext inserts an image into newsletters that is used to notify our system that the email...

...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”.

...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...

...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...

...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...

...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.

...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...

...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:

The PDF Maker module allows you to create PDF documents that are generated with the rationale of "printing and merging" the data contained in vtenext and in an export model.

...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...