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Cliccando sull’’apposita icona, presente nella barra in basso, si può aprire il pannello delle Conversazioni come mostrato di seguito. Dettaglio lista Conversazioni attive Ma che cos’è il modulo delle Conversazioni ? Esso è una chat che ti consente di invi...

Nella pagina delle Impostazioni, accessibile dall'icona presente in alto a sinistra della Home page, si possono visualizzare le seguenti informazioni. Generali (non modificabili):- Indirizzo web: dove l'app mobile Wilson for vtenext, punta e si collega- User...

Quando vengono applicate alcune personalizzazioni nel crm (lato server), assicurarsi di effettuare un'operazione di chiusura e riapertura dell'APP per poter visualizzare le modifiche effettuate (non è necessario Logout/Login).Ciò riguarda principalmente: mo...

Quando abbiamo la necessità di cercare un’entità anagrafica in tutto il crm, dovremo prima di tutto cliccare sull'icona della lente di ingrandimento presente in alto a destra . Questa azione, farà comparire una schermata come da immagine qui sotto, contenente ...

Wilson for vtenext allows you to work anywhere, just as if you were sitting in your office in front of a computer. The App connects to the vtenext service (both Cloud and On Site) and offers direct operation on data to manage diary entries, contacts, potential...

The instrument bar on every page of the App has the following icons. Starting from the left: Homepage: to go to the initial page of the App. Processes: to display processes underway requiring the attention of the user. Conversations: to open the module...

These two modules are used to add activities and deadlines in the vtenext Calendar. Everything that is entered will appear within a few seconds in the same Calendar but web side. When a new Calendar record is created it must be assigned to a user (yourself, o...

The Messages module allows you to read e-mails using the vtenext App. As soon as the module is opened a screen is displayed like the following: This view shows a list of all folders available for the predefined mailbox and, below, you can choose among the c...

The Leads module is displayed according to the filters available in the App, which are those defined in your user account via web. It is therefore possible to choose how to display this list by clicking on the icon  at the top right. Filters available for t...

As with the Leads, the Companies are also organized with filters and information cards (address, description, etc.). The relations menu at the top right gives access (and allows additions) to various correlated data items. For example, from the Companies modu...

As with Leads and Companies, Contacts are also organized with filters and information cards. The main Contact information includes the relation with the respective Company. The relations menu can be used to access (and add) correlated data. Contact Detail vie...

Potentials are starting points for negotiations. The module is organized with filters and information cards. Within the main information, a Potential must be correlated with a Company / Contact (so that the commercial information flow is complete). The relati...

The Quotations module is again organized with filters and information cards (Customized Information, Address, Terms and Conditions, etc.). Within the main information a Quotation must be related to a Company and a Potential (so that the information flow is com...

Sales Orders are also organized with filters and information cards. The main information must include a correlation between the Sales Order and a Company/Contact, a Quotation, and also a Potential (so that the information flow is complete).The relations menu c...

Invoices are again organized with filters and information cards. Within the main information an Invoice must be correlated with a Company/Contact and also a Sales Order (so that the information flow is complete). The relations menu gives access and enables add...

In Wilson for vtenext the Products module only exists as a relation for other modules that use it, like Quotations, Sales Orders, Purchase Orders, Invoices, etc. Product description

Installations are organized with filters and information cards. Within the main information an Installation must be related to a Product and a Company, and also requires a Serial Number. A connection is also required with a Sales Order and an Invoice (so that ...

This module contains the list of services that can be offered to customers. As in the Web version, they differ from Products only by including management of man hours, which is difficult to manage using the Products module. The relations menu can be used to ac...