Search Results

...you have created in the vtenext modules can also be used as filters for the creation of lists. You will therefore be able to generate ad-hoc search engines. The lists can be used to customise the display of data based on the needs of each user. The list...

...dmin 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.  To depeen your knowledge we suggest reading the chapter 16.1.1 Create new profile. The...

...n for the Products and Services modules in relation to the relevant fields. Once you have associated a product/ service to a price list, you can retrieve the price list when you are filling out invoices, quotations and sale orders. By clicking the ...

...entials, as for all the vtenext modules. Potential Name Name of the potential Amount (€) Useful for anyone wishing to make predictions about the value of open potentials, even though the initial value may be indicative. It is...

...s, Purchase Orders and Invoices modules, you can insert the product block into the templates. There are predefined product block models that can be quickly inserted into the template.To insert a product block model, select the block type and press Insert i...

... chapter.N.B.: All settings for modules, processes, roles and profiles can be saved, generating a version (e.g. v.1.0). Versions can be exported or imported to ensure a higher level of security during setup. Example: The CEO can view the data assigned ...

This allows you to choose the main modules, and the order of items, of your CRM, which will be displayed directly in the left column.

...ly sent to the CRM in the Leads modules.To create a new webform, from Settings > Webforms, click on the button Assigned to -->  vtenext user that will manage the lead Return URL --> By clicking on the confirm of the webform, the user will be redirec...

...u can: choose which entries (modules) must be active on the portal side define the sorting of entries In the Advanced Settings you can define:the visibility of the data through the View all records option. Yes: the customer displays both the da...

Manages and displays the system logs of file or database type for modules:

... can be used to access and add all correlated data for the modules that appear in the list. Installation details Schema di organizzazione dei moduli relazionati Conversations Notes Trouble Tickets Messages Documents Processes  

... pop-up opens containing the search results. Clicking on “Others” makes it possible to choose to search within other modules (e.g. Plans, Sales Orders, Potentials, Quotations, etc.). Pressing the “Search entire CRM” button searches the entire database.

...cts, Accounts, and/or Potential Modules, based on their contents and the mapping defined during the configuration phase. (Please view chapter 17.7.2 Custom fields mapping for Leads conversion) N.B.: table fields are not supported in Lead conversion and th...

...uth2 in mailscanner Additional modules for SalesForce vtesync Media field (uitype 209 modified)  Log smtp errors  Account choice in action email of ProcessMaker Support to uitype 226 rating Jitsi Meet plugin Accesskey validity Button to download al...

...on of interface side customised modules; Schedulable data importation from database; Report and supervision of user activities and accesses. BPMN and company processes mapping: Improve company efficiency; Execution of company procedures in standard...

... MAIL CONVERTER Additional modules for SalesForce vtesync:in IMPOSTAZIONI > SINCRONIZZAZIONI ora è disponibile la voce SalesForce per configurare la sincronizzazione con questa piattaforma Media field (uitype 209 modified):nuovo tipo di campo dis...

...tions: you can choose for which modules to receive notifications, set a customized time range to receive them, and choose whether to be simultaneously notified or not when using the web application;- Open settings: to enable or block notifications and to a...

...gs, you can configure for which modules these notifications will be delivered. By clicking on CONFIGURE PUSH NOTIFICATIONS in the settings, you can access the following page: Push notifications settings 1 Push notifications settings 2 ENABLE NOTIFIC...