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...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...

...d within the organization. modules versioning, roles, profiles and conditionals fields; New “note” widget, with more intuitive design and functionalities; Drag and Drop upload function of single and multiple files with automatic file compression; Q...

... MAIL CONVERTER Additional modules for SalesForce vtesync:in IMPOSTAZIONI > SINCRONIZZAZIONI alla voce SalesForce per configurare la sincronizzazione con questa piattaforma, sono disponibili ulteriori moduli da sincronizzare Media field (uitype 2...

...ss vtenext and search among the modules EVENTS. Create new Event Click on Create Fill in the data Name (mandatory), start date, end date, location, address, city, province, ZIP code, and country/state and click SAVE in the top right corner. Remember ...

...or section used for configuring modules (chapter 17.7 of the Vtenext general manual). “ADD BLOCK” BUTTON Using the “Add block” button, it will be possible to create a block, or the “base” within which individual fields or tables can be created (Figure 2)...

...eless to historicize in the CRM modules). To proceed with the configuration of the process helper, you must first configure an Action Task (create link with dedicated section) following the dedicated procedure (Figure 1). Figure 1 NOTE: It is NOT mand...

...within the individual fields of modules or dynamic forms. EXAMPLE OF USE To better understand how it works, below is an example of using the vte_sum() function to perform the sum between the values ​​of two fields called "Estimated Development Hours" and...

...within the individual fields of modules or dynamic forms. EXAMPLE OF USE To better understand how it works, below is an example of using the vte_diff() function to perform the difference between the values ​​of two fields called "Expected hours" and "Use...

...within the individual fields of modules or dynamic forms. EXAMPLE OF USE To better understand how it works, below is an example of using the vte_mul() function to perform the multiplication between the contents of the two fields called "Fixed cost per km...

...within the individual fields of modules or dynamic forms. EXAMPLE OF USE To better understand how it works, below is an example of using the vte_div() function to perform the division between the "Estimated Development Hours" field and a fixed value of 8...

...ess Helpers (and their Dynamic Forms) to create virtual spaces for storing data or performing operations that are needed only within the process (and therefore do not need to be saved in CRM modules) Example: USING PROCESS HELPER FOR INTERNAL PROCESS USE

...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...

...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 li...

... can also choose to disable the modules Conversations and Messages for this temporary user. This function is provided to protect your privacy. Once you are done you have to click the Confirm button in the bottom-right pop-up side. After this, a new pop-up ...

...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...

...eviously collected for the Lead will be available, after conversion, in the Contacts, Accounts, and/or Potential Modules, based on their contents and the mapping defined during the configuration phase. (Please view chapter 3.1.3 Lead Conversion Process)  

...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 ...

vtenext allows you to manage the passive cycle through the modules: Vendors Purchase Orders