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Emails linked through Outlook Mail Connector are stored directly within the selected record in the vtenext CRM. Specifically: the email is associated with the selected module (Companies, Contacts, Leads, Op ... and from the related Documents module.

...to the current process CRM Module → indicates the name of the mai ...n CRM module involved in the process, which forms the basis for the initial (starting) conditions of the process Active → indicates whether the process is active (yes) or inacti...

The Workflow tool was replaced by the module processes (Process Manager). It ...the following pop up: Workflow module has been replaced by Processes. Would you like to create a process?

... a tab in the view by list of a module. In the specific example, a Wiz ...ts. You then go to the specific module and click on the page configuration. Click on "New basic tab" and choose a name for this new view. When you click the "Create" button, a bla...

...call history in the PBX Manager Module (Call Manager Module) Associate the phone calls with the Contact/Account/Lead in the Activity History. Set user extensions through the User Preferences data sheet. Phone numbers format: you can save the number in vten...

...ge: personal splash screen;Navigation: menus and icons;Search functions: simple and advanced search, in each module and global;Modules and records: what they are and how they are structured;User preferences: personal information, notifications and more.

...John Connor"; $url = "index.php?module=aaa&action=".urlencode($_REQUES ...button" onclick="myFunction(\'{$module}\', {$recordid}, \'{$entityName ...CTION"|trans}">'; $params = [ 'module' => $currentModule, &Module, 'recordid' => intval($recordid), 'entityName' =...

...ice: function confirm_nomecampo(module){ var url_string = window.l ...cord"); quickDetailViewSave(module, record, 'nomecampo', '1', function() { location.reload(); }); } Nella parte del codice, dove compare ‘nomecampo’, andremo a sostit...

...ditionally, you can publish any module present in vtenext, including c .... Mark as Spam: In the Messages module, the option to add emails to spam more quickly has been added. External Dynamic Forms (BPMN): With this feature, it is possible to send externa...

...e: personal splash screen; Navigation: menus and icons; Search functions: simple and advanced search, in each module and global; Modules and records: what they are and how they are structured; User preferences: personal information, notifications and more.

The accounts module contains the records concerning ...c is as described for the Leads module. A selection of the main fields in Accounts is shown below: Account Name Business name. Member of Manages a hierarchy between companies by interrelating the account ...

If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext Leads, Contacts, Accounts and Vendors modules. Import data; How format CSV f ...anage duplicate record within a module; Save import data Mapping.

...connect said Contacts (or other module), with your Company (or other module whose main name must be written in the same way as it was entered in vtenext): Name Surname Account Name Lynda Carter Accounts::::Wonder LTD Below we will list all the names to cor...

...l records selected in the Leads module. Click on OTHER > MASS EDIT The ...dit is available in all vtenext modules under the Other button. The mass edit function is not however applicable to all fields. Among the editable fields, the CRM admin user can enab...

...ation efficiently. The Calendar module appears as shown below: Week vi ...orth provided for all the other modules. From 20.04 version, is also available events displayed by Resources. This setting improves the user's visibility of the weekly activities pla...

...r personal mail in the Messages module (optional, as a different SMTP ...ailbox directly in the Messages module) but also for sending emails and notifications through processes. However, for Newsletters, there is a dedicated configuration, for which it is...

...m the Lead, Companies, Contacts modules. The button “GDPR and Privacy” ...pp. Detail of the choice of the module for inserting the variable Detail choice of the variable By clicking on INSERT, the variable will be positioned where desired Unsubscribe link ...

...his can be done from the Target module or directly by clicking on the ...te the Target directly from its module at point 10), you must remember to link it to the previously created campaign. To do this, simply enter the Campaign 14) A popup will now open ...