Search Results

Service Contracts (services measured in hours/days) are organized with filters and information cards. They include direct relations with Companies, Sales Orders, and Services (so that the information flow is complete). Service Contract detail Organizat...

The Help Desk module contains all the Trouble Tickets opened by customers or internally by the Technical Support staff. They can be related to Companies/Contacts, a Product, Project, or Project Activity. Trouble Tickets detail In a Ticket display view there ...

Projects is the most appropriate place for managing a new project, checking its development, and coordinating resources. A Plan is typically linked to an Account and its Operations. Project details Operations related to a Plan Organizational layout of...

Project Tasks are part of a Plan and are important for establishing “who does what” within a project. Each operation contains information regarding a specific work process, including progress as a percentage of completion. This provides a clear overview for Pl...

Milestones are useful for managing project deadlines or daily/weekly/monthly/annual company Milestones. As in the other modules, Milestones are organized with filters and information cards and must be correlated with a project. Milestone detail Organiz...

This module is for managing the purchasing cycle. Vendors are organized with filters and information cards (main information, address, notes, etc.).The Purchase Orders module also appears within the Vendors module. This assists management of the purchasing cyc...

Purchase Orders are again organized with filters and information cards (main information, address, terms and conditions, etc.). Within the main information, a Purchase Order must be related to a Vendor as part of the purchasing cycle. Purchase Order detail ...

This module is for managing visits to potential or established customers. As usual it is organized with filters and information cards, where it is possible to note down the details of a visit (main information, expenses, etc.).It is also possible to send a PDF...

Like all the VTENEXT modules, Delivery Notes are organized with filters and information cards. They must be related to a customer order and an account. Delivery Notes detail Products in a Delivery Note Organizational layout of related modules ...

Clicking on the relevant icon in the control bar at the bottom opens the Conversations panel as shown below. Active Conversations detail The Conversations module allows you to exchange short Messages with other vtenext users on specific subjects. Unread Co...

The Settings page can be opened using the icon at the top right of the Home page, displaying the following information General Settings (not editable):- Web address: to which the Wilson for vtenext mobile App connects;- Username: identity of the user who ac...

When customizations are applied in the CRM (server side), it is necessary to close and then reopen the App in order to see and changes (it is not necessary to Logout/Login).This mainly involves: Changing privileges for modules / fields / profiles Creation,...

When it is necessary to search for a record across the entire CRM, start by clicking the magnifying glass icon at the top right . This opens the screen shown below containing some options for refining the search: Search entire CRM Clients Projects Sales ...

Avete Google Calendar e volete tenerlo sincronizzato con vtenext? Grazie a questo modulo aggiuntivo è possibile!Una volta installato, nelle preferenze di ogni utente, sarà possibile impostare username e password del proprio Account Google, in modo da poter con...

Are you working with Google Calendar and you want to sync with vtenext calendar ? Thanks to this additional module you can make it possible!Once you have installed the additional module, inside the user preference, you can insert username and password of your ...

Support for Office365 oauth2 in mailscanner:permette di configurare una casella di posta Office365 con l'autenticazione in due fattori attiva, direttamente in IMPOSTAZIONI > MAIL CONVERTER Additional modules for SalesForce vtesync:in IMPOSTAZIONI > SINC...

Support for Office365 oauth2 in mailscanner Additional modules for SalesForce vtesync Media field (uitype 209 modified)  Log smtp errors  Account choice in action email of ProcessMaker Support to uitype 226 rating Jitsi Meet plugin Accesskey validity ...

Support for Office365 oauth2 in mailscanner:permette di configurare una casella di posta Office365 con l'autenticazione in due fattori attiva, direttamente in IMPOSTAZIONI > MAIL CONVERTER Additional modules for SalesForce vtesync:in IMPOSTAZIONI > SINC...