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In the PDF Maker Settings 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, cu...

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.

The Labels feature available in PDF Maker is very important if you want to manage PDFs in multiple languages.When you open a PDF template for editing (or during creation, it makes no difference), a tab called Labels appears at the top.Clicking on it takes yo...

It is possible to provide constant and real time updates to all vtenext users through the RSS Feed links available on the web or specially created by the company. vtenext provides the option of choosing from a list of RSS feeds available for users and viewing ...

This area allows you to view websites of interest directly on vtenext. The system is also very useful for connecting to shipment tracking or communicating with web-based suppliers.

The Copyright and the License icon is found on the bottom right-hand corner of all vtenext pages; by clicking on it, you can access a popup containing all the terms of use of the program’s Business license. Since the 19.10 version, and only for On-Site instal...

From vtenext settings the crm synchronization function can be accessed with other applications. The synchronizable platforms available are as follows: VTENEXT Hubspot Jira Magento PrestaShop Salesforce Shopify SuiteCRM vtiger WooCommerce Zapie...

The CRM includes a module called “Recycle Bin”, which allows users to restore deleted records from any module.Using the search bar located in the lower-left corner and typing “Recycle Bin”, you will be able to click the corresponding menu item to open it. Rec...

As soon as the version 23.08 is installed or updated, in the CRM's notification area, you will find the following notice: With this update, it's now possible to send push notifications to devices using the Wilson app. Each user can select the events to enable...

Zapier is a product that allows end-users to integrate web applications and automate workflows. It enables the connection of various web applications through "ZAPs," which can be customized based on user needs. Zapier functions as a bridge between different ap...

The Employees module allows you to register your employees or co-workers, both internal and external, within vtenext. Every time a new user is created, a new collaborator profile is automatically generated. The module can be managed like all the others, by mod...

(This plugin is sold separately) Klondike Co-Pilot is an advanced solution that enhances the capabilities of the vtenext CRM, offering automated and assisted support for managing business processes and customer interactions. This integration aims to improve o...

This functionality of vtenext, located in Settings > External Applications, allows external services to connect to the CRM using the OAuth2 authorization protocol. Configuration page for External applications How does it work? External services, here called ...

The Cases module is designed to manage reports, issues, and internal requests within the company, enabling a structured and traceable workflow. Below are the main features and functionalities of the CASES module, which specifically handles internal cases and s...

You can access the Check User Login section using the Settings item, present in the menu of the avatar in the top right corner. Here you can define and customise vtenext users in order to guarantee data confidentiality, managing access and data use privileges....

The profile defines the privileges of a user in regard to access to, and use of, vtenext modules and fields. The administrator, as instructed by company managers, must determine the operations that can be performed by the different users who will work on the C...

STEP 1: Once on Settings > Profiles, press New Profile: STEP 2: in the configuration window for the new profile, enter the name, description if any, and the basic profile to start from. STEP 3: Enter the access privileges in detail for each module: Mobile ...