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vtenext can be integrated with Asterisk, an open source telephone PBX application that allows you to route phone calls. Asterisk is a free implementation of PBX software that offers the same features as other proprietary systems at a much lower cost and with g...

WARNING: This feature has been added to the Single Sign-On configuration (refer to Chapter 18.11). You can configure the LDAP server data in vtenext to synchronise user passwords. Note that when the LDAP authentication method is used, the password is entirely...

It is possible to manage different types of currencies in the event there are users who have to draw up offers in a currency different from the one proposed by default by the system (Euro).From Settings > Currencies you can view the currencies configured in th...

You can set the tax items to be used on Quotes, Orders, Invoices and Delivery Notes. Negative tax values can also be managed, for example for the management of ENASARCO or withholding tax. The calculation of taxes in Quotes, Orders, Invoices and Delivery N...

If your company is using a proxy server to access the Internet, you can use the Proxy Server Settings menu, as shown in the figure.

These Web services allow you to do HTTP requests to the specified endpoints (VTE_URL/restapi/v1/vtews/METHOD_NAME). The requests need POST method, basic authentication (you must set ‘Authentication basic’ into the header which is calculated through a function ...

Single Sign-On (SSO) is an authentication mechanism that allows users to access multiple applications or services with a single set of login credentials (e.g., one username and password). Instead of authenticating separately for each service, the user logs in ...

Through this menu you can modify the sequence and the coding of the prefix of each entity present in the CRM. Once the two variables have been modified, we can update the missing records (i.e. without protocol) using the APPLY button. N.B. Once the prefix of ...

Manages and displays the system logs of file or database type for modules:

For the correct functioning of the application, it is necessary to activate the jobs related to automatic processes in the cron/planning activities of the server on which vtenext is installed, The functions affected by this configuration are: workflow (email s...

Hai una fiera, un evento, incontri dal cliente? Meetapp for vtenext ti aiuta a raccogliere e profilare i nuovi leads, registrare gli incontri agli eventi dei tuoi contatti e ottenere in modo istantaneo tutte le statistiche. MeetApp for vtenext si sincronizza c...

Entra in vtenext e cerca tra i moduli EVENTI. Crea nuovo Evento Clicca su Crea Compila i dati Nome (obbligatorio), data inizio, data di fine, luogo, indirizzo, città Provincia, CAP e stato e clicca SALVA in alto a destra. Ricorda che il tuo evento può se...

Entra in vtenext e cerca tra i moduli il modulo Tags. Qui potrai vedere la lista dei tags, creare nuovi tags o gestirli. Crea nuovo Tag Ci sono due modi: Entrare nel modulo Tags e cliccare in alto a sinistra su crea tag (in questo modo poi si dovrà associ...

Scarica l’appPer ottenere l'app è facile! Cerca "MeetApp for vtenex" sul tuo store preferito (o clicca su App Store o Google Play) e scarica. LoginPer loggarti inserisci le credenziali cliccando nel bottone in alto a destra e andando su impostazioni.Le tre in...

Visualizza IncontriSul Modulo Incontri potrai consultare la lista degli incontri salvati con l’applicazione. Crea reportOra hai a disposizione tutti i dati utili sul tuo CRM per creare reportistica e analizzare il ROI degli eventi come fiere, workshop ed ev...

Con la versione PRO puoi accedere a funzionalità aggiuntive: Cattura dati da biglietto da visita Converti il Leads Converti in Report Visita Cattura testo da biglietto da visitaGrazie alla versione PRO si può accedere alla funzionalità di lettura dei b...

Do you have a trade fair, an event, or client meetings? Meetapp for vtenext helps you gather and profile new leads, register meetings at your contacts' events, and instantly obtain all statistics.MeetApp for vtenext synchronizes with your CRM and provides all ...

Access vtenext and search among the modules EVENTS. Create new Event Click on Create Fill in the data Name (mandatory), start date, end date, location, address, city, province, ZIP code, and country/state and click SAVE in the top right corner. Remember ...