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...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.

... 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

In module lists, the Preview button has been introduced on the left side of each row. This button opens a half-page panel, allowing you to view a preview of the record and also update it by pressing the Edit button. It is possible to restore the previous behav...

...Impostazioni → Gestione Moduli (Module Manager) di vtenext Da qui è necessario installare il pacchetto ZIP fornito dal produttore, che include: le estensioni necessarie al collegamento delle email; il modulo di gestione della licenza Outlook Mai...

...icense activation is handled through the official vtenext partner or CRM consultant, who enables the required module within the CRM environment. Once the license has been activated, users can proceed with plugin login using their standard CRM credentials.

...o archived in the CRM Documents module; are accessible from the related CRM record. This ensures that all documents exchanged via email are centrally stored within the CRM, maintaining consistency and traceability of communications. Operationa...

... insert in the Linked to field the ID of the instance of the main module involved in the process, i.e. the record on which the process was triggered, otherwise you risk inserting the ID of an instance that does not exist at that specific point in the flow.

.... 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 Write...

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.

...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. N.B.: the multi-language pic...

...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 values f...

... field by means of an access password. 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 CANNOT be recovered.

...color of the Accounts based on Rating field  The coloring will be displayed on the "All" filter and on custom filters created for the module. Here’s how it appears: Full row Coloring Little block on the left Coloring Thin line Coloring Field Coloring

As for the newsletter module, the admin user will be able to access the email template editor. An email template can be used for messages or newsletters and can be saved in either a public or private folder. Variables can also be added within the tem...

...date notes: [INFO] The obsolete module Dashboard has been eliminated, as well as the method SDK::setDashboard [INFO] If you were still using Dashboards, please migrate them to Charts or custom Iframe [INFO] [INFO] Classes Vtiger_Net_Client and Vtiger_Feed...

...figured by selecting a specific module and field, enabling the use of dynamic variables within email content. This functionality allows email elements to automatically display personalized information based on the recipient's data. Saving and Reusing Templ...

...ide url var url = "index.php?module={$VARIABLE|escape:"url"}"; Smarty, js in attributes string variable   {* using escape in "javascript" mode *} <span onclick="myFunction('{$PARAM|escape:"javascript"}')">Link</span> {* us...