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...namic group by fishing from the modules involved in the process (Figur ...conditions on the fields of the modules involved in the process. Figure 6 After clicking the “Save” button (Figure 8) you can indicate the assignee who will be selected when the prev...

...ls.php disponibile nel percorso modules/SDK/src/ProcessMaker.Successiv ...essMakerFieldAction('division','modules/SDK/src/ProcessMaker/Utils.php','division(value1,value2,...)');N.B: Ogni tipologia ha il proprio comando dedicato, quindi nel caso dovessimo c...

...ion('vte_calculate_percentage','modules/SDK/src/ProcessMaker/Utils.php','Calculate percentage (percentage,total)'); In the implemented function I will then indicate the 2 parameters and return the result of the operation. function vte_calculate_percentag...

...rily entering from the calendar module Open: to open the event/task of the specific calendar Dismiss: to instruct the CRM to no longer generate alerts for a specific event/task Dismiss All: snooze function that makes it possible to set alerts, again via...

...rily entering from the calendar module Open: to open the event/task of the specific calendar Dismiss: to instruct the CRM to no longer generate alerts for a specific event/task Dismiss All: snooze function that makes it possible to set alerts, again via...

...rily entering from the calendar module Open: to open the event/task of the specific calendar Dismiss: to instruct the CRM to no longer generate alerts for a specific event/task Dismiss All: snooze function that makes it possible to set alerts, again via po...

...replace all types of views of a module you need at least 7 rules: $ ...params Notes array(‘module’=>’Leads’, ‘action’=>’Lis ...tView’) ListView array(‘module’=>’Leads’, ‘action’=>’ind ...ex’) ListView array(‘module’=>’Leads’, ‘action’=>’Det...

...pe, 'SDKScript', $file); $id : module id that register the customization (in this case, SDK, 31)$type : can be “HEADERCSS” or “HEADERSCRIPT”$file : the php file path and the file name to be included Hooks:include/Webservices/Utils.phpinclude/squirrelmail...

...reate a new project, access the module and press the button Key fields: Related to Link to the customers’ registry (Accounts/Contacts) present in vtenext, if the project relates to the customer. If it is an internal project, it can be left...

... Webform with GDPR fields Customer Portal How to enable the Customer portal Customer Portal interface GDPR module settings Account Details Server SoftPhone Settings Requirements and configurations LDAP Currencies Taxes Calculation Proxy Server

As for the newsletter module, the admin user will be able to access to the email template editor. An email template can be used for messages or for newsletter and can be saved in a public or private folder. Within the template the variables can be added.

The module manager allows you to import a new language package. The procedure below sets out the installation steps. The new language can be changed in the user preferences.

...with colour based on the Rating field. Edit page to change the color of the Accounts based on Rating field  This colour will then be shown on the All filter (no active filter) and on the custom filters created for the module. List view with coloring

...e orders, messages, calendar activities, etc. The contact details will be linked via the Vendor Name field and this will distinguish vendor contacts from customer company contacts. Warning! Newsletters and targets are not related to the Vendors module.

...vention report. The HelpDesk module is based on tickets. The ticket represents the request of a customer referring to a purchased product/service that can be associated with various other vtenext entities (Calendar, Accounts, etc.).For example: To is...

...ers, also applicable on the FAQ module), for finding out the status (active or not active) of the question-answer, and more (customisable). N.B.: FAQs can be generated very quickly by directly converting a ticket into a FAQ. To do this, just enter det...

...ct management of the operations and processes connected to the GDPR directive, vtenexthas developed the GDPR KIT: a complete solution that includes an additional module for vtenext, structured in the two sections “Processing Register” and “Assumption Kit”.

...hat “Campaigns” is a horizontal module that can be used also for other kinds of campaigns, such as telemarketing or events. Create a new record from Campaigns with the CREATE button Most of the fields shown are optional. If you are creating a newsletter-...