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The following section explains how to create a customised filter starting from a list of accounts. This procedure can be applied to all the other modules. Configuration parameters: columns content (filter fields displayed) any time interval in which the d...

To access user settings click on the icon of your personal avatar and then click on PREFERENCES.The page appears as shown below: User login and role This box is used to: change the password; configure access via LDAP (only if available in the company...

The button Request Remote Support is used to create temporary credentials that must be provided to the vtenext HelpDesk if needed. Clicking that button makes this pop-up appear: Here you can select the duration of the validity of these credentials and yo...

In the User Preferences you can activate the Two-factor Authentication. It can be: Not active; With Wilson app: in this case, to authenticate in vtenext you must consent it from the app; With email: n this case, to authenticate in vtenext you must conse...

The access privileges associated with the user and used to access vtenext are defined by the admin user.Based on the selected modules, the following permissions can be granted to a vtenext user: view; create or edit; delete; import/export data.   N.B...

vtenext identifies 4 types of customer records: Leads: potential customers; Accounts: acquired customers or customers in negotiations, defined by name (including ex-customers, partners, distributors…); Contacts: people with whom you have commercial relati...

A lead is a potential customer whose interest in the products or services offered by your company is to be investigated. To aid understanding of the concept of lead, imagine a business card you picked up during a marketing campaign. The lead in question will t...

Creating a new lead: to create 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 Comp...

A show of interest from the lead in relation to your proposal corresponds to the opening of a commercial negotiation. Before the offer is generated, the lead must be converted into: a Contact with the data of the physical person (name, surname, email, mobil...

If you go to Settings -> Process Manager you can find the new Lead Conversion Process which can be edited as you wish to make it more useful.

The accounts module contains the records concerning the corporate titles of: Customers; Potential customers with a potential and a quote already created and related; Others: partners, resellers, distributors, partners, other sites, etc. It is preferabl...

Contacts contains the lists of the physical persons with whom relations have been established: account contact persons (customers, partners, or other type); private customers (or potentials) who generally come from a lead conversion; vendor contact person...

The Vendors module contains the business name records that correspond to companies that supply goods and services. You can add a new vendor with the  button. Here are some relevant fields for Vendors: Vendor name Business name. GL...

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 file before upload; Export data; Manage duplicate record within a module; Save im...

In all modules that involve master data, is possible to import data from CSV files, clicking on the button Other and then the button Import. The import is available in list view of the module. Before uploading new data through the importation procedure, alw...

Data must be in ASCII format with values separated by commas or semi-colons. The csv format is frequently used to exchange data between the various applications. If you wish to import data, they must be formatted in accordance with the following rules: All...

The export process allows the records to be saved in a csv file. Click on the icon to open a menu in which the export criteria can be selected. Export with search records Export only records returned in search results Export without se...

You can check for the presence of duplicates in a module by means of a wizard. To launch the duplicates check click on Other and Find duplicates in the module in question, then enter the key fields to find the duplicates (including customised fields).Start th...

All users can perform 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 recor...

The Mass Edit function is useful for rapid updating of fields in one or more selected records. For example, if you create a customised field in Leads and you want to edit it across multiple names, this can be done without having to update the individual recor...