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...n for the Products and Services modules in relation to the relevant fields. Once you have associated a product/ service to a price list, you can retrieve the price list when you are filling out invoices, quotations and sale orders. By clicking the ...

vtenext allows you to manage the passive cycle through the modules: Vendors Purchase Orders

...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 ...

... 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:

...on of interface side customised modules; Schedulable data importation from database; Report and supervision of user activities and accesses. BPMN and company processes mapping: Improve company efficiency; Execution of company procedures in standard and une...

...you have created in the vtenext modules can also be used as filters for the creation of lists. You will therefore be able to generate ad-hoc search engines. The lists can be used to customise the display of data based on the needs of each user. The lists d...

... can also choose to disable the modules Conversations and Messages for this temporary user. This function is provided to protect your privacy. Once you are done you have to click the Confirm button in the bottom-right pop-up side. After this, a new pop-up ...

...min user. Based on the selected modules, the following permissions can be granted to a vtenext user: view; create or edit; delete; import/export data.   N.B.  To depeen your knowledge we suggest reading the chapter 16.1.1 Create new profile. The admin user...

...reviously collected for the Lead will be available, after conversion, in the Contacts, Accounts, and/or Potential Modules, based on their contents and the mapping defined during the configuration phase. (Please view chapter 3.1.3 Lead Conversion Process)  

...n for the Products and Services modules in relation to the relevant fields. Once you have associated a product/ service to a price list, you can retrieve the price list when you are filling out invoices, quotations and sale orders. By clicking the icon , ...

vtenext allows you to manage the passive cycle through the modules: Vendors Purchase Orders