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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...

...Impostazioni → Gestione Moduli (Module Manager) di vtenext Da qui è necessario installare il pacchetto ZIP fornito dal produttore, che include: le estensioni necessarie al collegamento delle email; il modulo di gestione della licenza Outlook Mai...

...icense activation is handled through the official vtenext partner or CRM consultant, who enables the required module within the CRM environment. Once the license has been activated, users can proceed with plugin login using their standard CRM credentials.

...o archived in the CRM Documents module; are accessible from the related CRM record. This ensures that all documents exchanged via email are centrally stored within the CRM, maintaining consistency and traceability of communications. Operationa...

.... Press Add privileges on the module for which you want to create an exception; Then select the entity owner role in Step 1; Select the role for which you want to extend visibility in Step 2; Then define the permission between Read Only or Read and Write...

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.

...cklists are accessible from the Module Manager. Once the multi-language picklist fields have been created using the normal Layout Editor, the values must then be entered into the Multi-language Picklist Editor to be translated. N.B.: the multi-language pic...

...st editor, select the reference module and then indicate the pair of picklists to link. Fill in the dependency matrix: The first line (table header, in bold) shows the values of the first picklist. Below each value, you must activate the desired values f...

... field by means of an access password. The user can only access the contents of the field after entering the password. Choose the module and the field of interest and enter the password: Warning! If you forget your password, the data CANNOT be recovered.

...color of the Accounts based on Rating field  The coloring will be displayed on the "All" filter and on custom filters created for the module. Here’s how it appears: Full row Coloring Little block on the left Coloring Thin line Coloring Field Coloring

As for the newsletter module, the admin user will be able to access the email template editor. An email template can be used for messages or newsletters and can be saved in either a public or private folder. Variables can also be added within the tem...

...date notes: [INFO] The obsolete module Dashboard has been eliminated, as well as the method SDK::setDashboard [INFO] If you were still using Dashboards, please migrate them to Charts or custom Iframe [INFO] [INFO] Classes Vtiger_Net_Client and Vtiger_Feed...

...figured by selecting a specific module and field, enabling the use of dynamic variables within email content. This functionality allows email elements to automatically display personalized information based on the recipient's data. Saving and Reusing Templ...

...chiamate nel modulo PBX Manager Module (modulo Gestione Chiamate) Associare le telefonate con il Contatto/ Azienda/ Lead nello Storico Attività. Impostare le estensioni utente attraverso la scheda Preferenze utente. Formato numeri di telefono: è possibile ...

...: 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 exchanges...

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...

... 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 is employed or that he/she r...

...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 new...