Search Results

Customer acquisition cycle Acquired customer cycle Assistance cycle Purchasing cycle (vendors)  

The images and functions of vtenext shown in this manual may be subject to minor changes with the release of updates and described according to the version and the current graphic theme. Screenshots may vary (colours, icons) depending on the configuration.

USER PREFERENCES New Language PacksFour new language packs have been added to the user preferences: French, Russian, Polish, and Spanish. New NEXT Design Selectable Among ThemesThe NEXT theme has been added alongside SOFTED in user preferences. This theme in...

The update to version 18.05 includes the addition of a section dedicated to functionalities for proper management of the GDPR directive. All features and new additions are detailed in chapters 7 and 18.3.3 of this manual.

Automatic Updates via InterfaceThis feature simplifies keeping the system up-to-date, ensuring that new functionalities are released more frequently, with milestones for technical constraints (e.g., PHP version requirements). BPMN Engine Enhancements Dea...

BPMN engine improvements 1. Process History in detailview. In addition to the tab “Process graph” the user can find the additional tab “Process History” were can read in detail the execution of the process and it is possible to view which user performed a cer...

General improvements 1. European national holidays support on Calendars. 2. Improved centralized audit trial and activities export. Audit Trails view, located in settings 3. Centralized email Signature with possibility to differentiate it according to th...

NEW add Mexico timezonesNEW add support to check european tax numbersNEW solar/working days in processes date operationNEW added support for PDFMaker custom functions to email template fieldsNEW possibility to upload images for uitype 209NEW button to sort pic...

Here are the news of the new release: Support for the new app Wilson for vtenext vte prop for default tax type in inventory modules Global support for oauth2 clients OAuth2 IMAP support for Office365 in all subsystems Alerts about Google OAuth2 timezon...

New Customer Portal It's possible to configure the customer portal with customized profiles for each client, creating personalized homepages with buttons and functions tailored to each portal user. Additionally, you can publish any module present in vtene...

New Web Features Bookme: In the user preferences, a new option has been added to easily copy the link to your personal calendar. In the previous version, the link was generated directly within the email composition. This update provides greater convenience ...

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

This section consists in a brief introduction to vtenext for those who are accessing the system for the first time. The goal is to provide to the user with the basic knowledge to become familiar with this tool, which is designed to be intuitive and easy to use...

To login to vtenext enter your user credentials in the system login page and click on the Login button: Most browsers can save your “User name” and “Password” credentials to speed up the login process. For data security reasons we recommend not allowing the...

The duration of the user session in vtenext depends mainly on the php session, that is on a parameter that is configured in the server where the crm is installed.In the login page there is a flag field called "stay connected" and once active, the session time ...

When the user logs in to the CRM the user-specific home page can be displayed (this setting is editable by individual users in User Preferences). The Home page is composed of a set of elements (dashboards) that retrieve information from vtenext. The dashboa...

The navigation within vtenext is guided from two menus positioned on the left and right of the screen. It is composed of two different toolbars illustrated below: The dark blue navigation bar provides access to all vtenext active modules. Depending ...

The global search function, located in the first place on the right-hand toolbar, allows interrogation related to words within the system. The search can be carried out either in the module in which you are currently working, in all modules, or in only part of...