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In Company Details you can specify the details of your company. This information can then be retrieved within the PDF Maker templates or Email or Newsletter for invoices, quotes, orders, etc. Make sure that the size of your company logo fits in the space avai...

In Settings, you will also find the section for 'Logos,' which allows us to change both the logos for the Access and Login pages, including their backgrounds, as well as the logo within the CRM, located at the top left. As soon as you access this area, you wi...

vtenext can be integrated with Asterisk, an open source telephone PBX application that allows you to route phone calls. Asterisk is a free implementation of PBX software that offers the same features as other proprietary systems at a much lower cost and with g...

WARNING: This feature has been added to the Single Sign-On configuration (refer to Chapter 18.11). You can configure the LDAP server data in vtenext to synchronise user passwords. Note that when the LDAP authentication method is used, the password is entirely...

It is possible to manage different types of currencies in the event there are users who have to draw up offers in a currency different from the one proposed by default by the system (Euro).From Settings > Currencies you can view the currencies configured in th...

You can set the tax items to be used on Quotes, Orders, Invoices and Delivery Notes. Negative tax values can also be managed, for example for the management of ENASARCO or withholding tax. The calculation of taxes in Quotes, Orders, Invoices and Delivery Note...

If your company is using a proxy server to access the Internet, you can use the Proxy Server Settings menu, as shown in the figure.

These Web services allow you to do HTTP requests to the specified endpoints (VTE_URL/restapi/v1/vtews/METHOD_NAME). The requests need POST method, basic authentication (you must set ‘Authentication basic’ into the header which is calculated through a function...

Single Sign-On (SSO) is an authentication mechanism that allows users to access multiple applications or services with a single set of login credentials (e.g., one username and password). Instead of authenticating separately for each service, the user logs in ...

Through this menu you can modify the sequence and the coding of the prefix of each entity present in the CRM. Once the two variables have been modified, we can update the missing records (i.e. without protocol) using the APPLY button. N.B. Once the prefix of a...

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

For the correct functioning of the application, it is necessary to activate the jobs related to automatic processes in the cron/planning activities of the server on which vtenext is installed, The functions affected by this configuration are: workflow (email s...

In module lists, the Preview button has been introduced on the left side of each row. This button opens a half-page panel, allowing you to view a preview of the record and also update it by pressing the Edit button. It is possible to restore the previous behav...

In questa lista sono riportati solo alcuni dei requisiti del connettore VTE-Mexal, quelli di interesse più generale. Per la lista completa e dettagliata dei requisiti si veda la sezione dedicata del manuale tecnico.● Generali- Il servizio principale del connet...

Plugin per la sincronizzazione bidirezionale tra il Calendario di vtenext ed i calendari presenti nel proprio Google Calendar con la possibilità di creazione Meet con invito di partecipazione. Avete Google Calendar e volete tenerlo sincronizzato con il vostro ...

Il modulo può essere installato in autonomia da Gestore Moduli -> Moduli personalizza > Importa Nuovo Modulo, selezionando il Pacchetto ZIP inviato. Se il plugin è già installato e la licenza è attiva, le versioni successive possono essere applicate anche tram...

Una volta ultimata l’installazione, sarà possibile accedere al pannello della licenza e delle impostazioni globali entrando con un utente amministratore nelle impostazioni di vtenext alla voce Google Calendar Sync Plus. Menu impostazioni Il pannello mostra in ...

Il plugin prevede l’attivazione di una licenza che sia trial o di produzione con Pantarei Informatica. Tale licenza può essere richiesta sempre in autonomia cliccando su il pulsante Registra e compilando i campi richiesta nella Form che compare a PopUp. La ric...