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...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...

...ce, so a special page has been prepared, where all field names can be seen, to be used in integrations using the API. To see them, go to Settings -> REST Webservices and click on Show: A popup will open, showing the id of the modules and field names:

...ows to connect vtenext with the modules of the machine learning engine Klondike: Process discovery agents: to analyse and discover the used processes within vtenext. Once discovered they can be imported in the Process Manager in order to be further deve...

...Tickets, etc., including custom modules visible according to user permissions. Emails are fully copied into the CRM, including content and attachments, enabling centralized communication tracking directly within CRM records. Email linking is always perfo...

...within the plugin: the CRM modules they are authorized to view; the records they have permission to access; the data allowed by their CRM profile and role configuration. The plugin does not grant any additional permissions beyond those ...

...to authenticate. Access to modules and records is inherited directly from the CRM permission system. Without license activation on the vtenext CRM instance, the plugin—although correctly installed in Outlook—will not be operational. ATTENTION: M...

...issions on the instances of the modules involved in the process by specifying a user or a group (static or dynamic). N.B: They will be valid even after the end of the process. To proceed with the insertion of an advanced permission you will have to selec...

... 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 to ...

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.

...access period. Additionally, it will be necessary to choose the Profile that the specific Portal User will have for their usage and viewing. The Profile determines how each portal user sees their data and how they can interact with the available modules.

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

...th the function code inside the modules/PDFMaker/function folder; the file will be included automatically.The its4you.php function is inside the folder. Do not modify this file; any changes will be overwritten the next time you update the application.To ad...

...ione all’interno della cartella modules/PDFMaker/function, il file verrà incluso automaticamente.All’interno della cartella vi è la funzione its4you.php, non modificare questo file, eventuali modifiche verranno sovrascritte al prossimo aggiornamento dell’a...

...th the function code inside the modules/PDFMaker/function folder; the file will be included automatically.The its4you.php function is inside the folder. Do not modify this file; any changes will be overwritten the next time you update the application.To ad...

... con i nomi dei parametri della funzione Le funzioni così registrate devono essere salvate all'interno di files php in modules/PDFMaker/functions/ Per rimuovere la funzione basta chiamare: SDK::unsetPDFCustomFunction($name);$name: il nome della funzione

...VTEPageHeader','NewPageHeader','modules/SDK/src/NewPageHeader.php'); Il file NewPageHeader.php avrà questo contenuto: <?php require_once('include/utils/PageHeader.php'); class NewPageHeader extends VTEPageHeader { protected function setCustom...

...EPageHeader', 'NewPageHeader', 'modules/SDK/src/NewPageHeader.php'); The file NewPageHeader.php will have this content: <?php require_once('include/utils/PageHeader.php'); class NewPageHeader extends VTEPageHeader { protected function setCust...

...ion('vte_calculate_percentage','modules/SDK/src/ProcessMaker/Utils.php','Calculate percentage (percentage,total)'); Nella funzione implementata indicherò quindi i 2 parametri e ritornerò il risultato dell'operazione. function vte_calculate_percentage($pe...