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5.1 Outbound mail configuration (SMTP)
...personal emails in the Messages module as well as for sending newsletters: for this activity it is strongly suggested to have a dedicated SMTP server for mass mailing (see specific chapter). N.B.: the mail servers on protected SSL port must be specified w...
4.1 Conversations
...tions detail The Conversations module allows you to exchange short Messages with other vtenext users on specific subjects. Unread Conversations are highlighted with a darker color while those already read have lighter backgrounds. When you start a new Co...
14 PDF Maker
The PDF Maker module allows you to create PDF documents that are generated with the rationale of "printing and merging" the data contained in vtenext and in an export model.
2.3.2 Fixed Icons
...: Direct access to the Messages module and to the composition of a new email. The icon will show, in case of new emails, a number in the upper right corresponding to the number of not read messages. Talks: Solution for the handling of information ex...
How the CALL FOR vtenext App Works
...xt CRM Access the Visit Report module to see a report named Call - Name of the person called. This is linked to the entity called, with the call date and in the visit notes section, the call duration, and the notes you added in the app description.
Viewing and Reports on vtenext CRM
... View meetings On the Meetings Module, you can consult the list of meetings saved with the application. Create ReportsNow you have all the relevant data in your CRM to create reports and analyze the ROI of events such as trade shows, workshops, and net...
3.3 Delete entity
...allows you to delete an entity (module instance) involved within the process. PLEASE NOTE: The record deleted by this action is not completely deleted from the Data Base but is placed in the “Trash” section. To prevent the user from encountering an e...
3.7 Create PDF
...select an entity (instance of a module) if there is no PDF Template related to it - Title PDF -> indicates the title of the PDF - Relate PDF to -> represents the id of the entity involved in the process to which you want to link the PDF - Language PDF t...
3.14 Copy the Products Block
...l be copied automatically, instead custom fields will only be copied if there is a specific mapping within the "Field Mapping" section that can be configured directly from the products block of the Layout Editor of the module involved. (Figure 2) Figure 2
3.4 Send Notification
...sents the entity (instance of a module) to which the notification will be attached Figure 2 (click on the image for a higher graphic resolution) Depending on the user’s preferences, notifications can be sent as real internal notifications in the mode d...
7.2 Activation of a Basic Process - Approval of Quotation
...splayed as if we were editing a module). Once on the process helper form, the user will find themselves in front of the screen shown in Figure 5. Figure 5 If you want to simulate the approval of a quote, click on the value “APPROVARE” and save the pro...
8.2 Activating an Advanced Process - Managing Installation Renewals
...splayed as if we were editing a module. Figure 5 Once on the process helper form, the user will find themselves in front of the screen shown in Figure 6.Based on the value of the Action field, the previously created conditional fields will be activat...
12.5 SDK fieldAction: vte_json_column_fields
...nstance of the Customer Service module involved in the process: TitleStatus Inside the dynamic form of a process helper, we proceed with the creation of a text area field called "Body JSON Format" in which the result of the function will be saved.Then we...
12.7 SDK fieldAction: vte_json_field_string
...d of an instance of the Company module involved in the process containing the following string in JSON code: "Verona" (Figure 1) Figure 1 The result will then be saved inside the "Description" field. Inside an Action Task we proceed with the configur...
2.3.2 Fixed Icons
...: Direct access to the Messages module and to the composition of a new email. The icon will show, in case of new emails, a number in the upper right corresponding to the number of not read messages. Talks: Solution for the handling of information ex...
3.1.1 Lead creation
... a new record, access the LEADS module and click on the button The lead creation window will appear: Example of key record fields: Name/Surname Name and surname of the contact person. Company Company name in which person i...
3.5.5 Save Mapping
...form a uniqueness check on each module by means of the "Find Duplicates” button when creating new records. Define the set of fields to be matched and then click on Save Mapping. At this point, whenever you attempt to edit an existing record or create a...
4.2 To-Dos
...lated object, from the Calendar module graphic interface, or using the CREATE button. Subject Enter a name (title) for the to-do Priority Set a priority level Description Add a short description to the to-do ...