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The Modules Manager allows for the activation and deactivation of all modules within the CRM, both standard and custom. It also allows us to manage the updating, enabling, disabling and creation of modules in the CRM. In the list of modules, the green flag ...

It allows you to modify the content of Picklists, adding or modifying the values present, and assigning different views by role (i.e.: two users of different roles see different values of the same picklist). select module choose the picklist field add v...

It is necessary to configure multi-language drop-down menus when you have users accessing vtenext in a language other than Italian (the languages are available in User Preferences), and therefore must see the contents of the picklists translated, in addition t...

Configuring Linked Picklist fields means establishing a dependency between the values of two drop-down menus.For example, the Invoice field will propose the content based on the previously selected value in the drop-down Status menu. To create a new link betwe...

The encrypted field editor allows you to protect the content of a 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: Wa...

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.

Allows for the application of custom colours of views by list, or related list, based on the value assumed by a picklist-type field or control box. Note that only one field can be chosen per form. Furthemore is possible to choose the style through which color...

Field Formulas are custom fields that handle simple calculations and generate the result directly in a specially created field. To start, simply go to Settings> Desired Module (e.g. Accounts) and click on "New Field Expression". This wording will not be pre...

The Mail Converter is a tool that allows you to read one or more mailboxes and, when a condition occurs on an email, to activate automatic operations such as archiving the email, linking it to a registry entity, or transforming the email into a Ticket in the H...

This tool makes it possible to import data in vte (if the installation is on-site) from an external source, which can be both CSV (as already occurs through the standard import of master data) and database types. You can schedule the process according to a ce...

From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to connect vtenext with the modules of the machine learning engine Klondike: Process discovery agents: to analyse and discover the used processes within vtenext. O...

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: ...

Roles underpin the entire security system, each of which is based on a profile. The administrator, following the profiles, must create roles that reflect the company's organisational levels. If we establish, in fact, that the visibility of CRM data is control...

From Settings > Users you can create and manage users, which are displayed in a list on the main screen. The user in vtenext corresponds to a person, provided with an email address and password, which they access to work on CRM. Although simultaneous access...

Groups are effective tools for bringing together users who belong to the same team. They are used for data assignment. For example, if a Ticket arrives from a customer, you assign it to a dedicated Ticket management group so that all those users can see it. T...

vtenext allows you to set the access privileges of the Roles, defining whether the content of the CRM is generally accessible (public) or with limitations. There are various degrees of limitation. The rules are divided into two blocks: general global access ru...