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vtenext can be integrated with Asterisk, an open source telephone PBX application that allows you to route phone calls. Asterisk is a free implementation of PBX software that offers the same features as other proprietary systems at a much lower cost and with g...

You can configure the LDAP server data in vtenext to synchronise user passwords.For configuration from Settings, choose LDAP Server. Then fill in the LDAP server information as shown in the figure: When creating a user, you can search for the user once you ...

It is possible to manage different types of currencies in the event there are users who have to draw up offers in a currency different from the one proposed by default by the system (Euro).From Settings > Currencies you can view the currencies configured in th...

You can set the tax items to be used on Quotes, Orders, Invoices and Delivery Notes. Negative tax values can also be managed, for example for the management of ENASARCO or withholding tax. The calculation of taxes in Quotes, Orders, Invoices and Delivery N...

If your company is using a proxy server to access the Internet, you can use the Proxy Server Settings menu, as shown in the figure.

Customisation features are very important because they guarantee the use of vtenext for a wide range of business processes. It is possible to design the data structure for the vtenext modules via easy-to-use web interfaces: for example, it will be you who will...

The Process Manager is the tool that makes it possible to manage processes within a company, interpreting the drawings generated through a Business Process Model and the Notification tool (for example www.bpmn.io). These tools represent all the automatic proc...

The Workflow tool was replaced by the module processes (Process Manager). It is possible to see all the Workflow that were created, but is not possible to create new Workflow. If an user try to click on New Workflow in the top right corner of the screen, the ...

This tool makes it possible to implement flow logics in the management of information through the definition of rules for the change in value of a field Status. A practical example is given below. A quote must be approved by the sales manager before being de...

Conditionals allow you to define special permissions to access one or more fields of the same module when a condition defined within it occurs, with the same logic as advanced filters. When a condition occurs: one or more fields are rendered hidden; one o...

The "Wizard Creator" function allows the administrator to create guided procedures (called wizards to be exact). You can access this function through Settings > Wizard Creator; you can create your own custom wizard following 4 simple steps as you can see in t...

This tool allows for the autonomous creation of entire modules integrated perfectly within the standard vtenext setup. Both basic (line header) and commercial (with product block) modules can be generated. Let's look at the step-by-step creation of a new, more...

STEP 1: Module informationThe explanation of the individual entries can be found next to the fields to be filled in. Other labels are automatically proposed by typing the name for the new module. STEP 2: Blocks and fieldsSome of the functions of the Layout ...

Unistall, import, export Uninstall the module: it will no longer be usable and the records contained within it will be removed Change the settings related to the module, repeating the previous steps. This function is only availabl...

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.

From Settings > Business Process Manager > Module name (es. Accounts) is possible to access to Layout Editor of any module. Add cusomized field in the module Attract fields coming fom other sections Allow to see fields that...

The button field, present in SETTINGS > MODULE MANAGER > MODULE NAME > LAYOUT EDITOR, allows us to insert a custom JavaScript function. This gives us the option of creating an automatic process/action on certain fields in the CRM. To illustrate this, we will ...

For the Leads module only, you can map the custom fields for the transfer of content to the Accounts, Contacts and Potentials modules, which will delete the source lead upon conversion. If the field is not mapped, the information will be lost. Through the L...