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...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 ...

...nterface, 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:

...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 h...

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.

...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 develop...

...l 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:

...or section used for configuring modules (chapter 17.7 of the Vtenext general manual). “ADD BLOCK” BUTTON Using the “Add block” button, it will be possible to create a block, or the “base” within which individual fields or tables can be created (Figure 2). ...

...eless to historicize in the CRM modules). To proceed with the configuration of the process helper, you must first configure an Action Task (create link with dedicated section) following the dedicated procedure (Figure 1). Figure 1 NOTE: It is NOT mandatory...

... context, including linked records such as existing quotations. Quick actions for opening or creating records during the call. Role-based flexibility, so each user sees only relevant modules and actions. Non-intrusive popup that can be moved and minimised.

...ndent settings required for TeamsPhone Plugin: Licence activation and management, used to enable and maintain the plugin. Search modules and fields, which define where the caller's number is searched in the CRM. These settings can be changed independently.

...ired to authenticate. Access to modules and records is inherited directly from the CRM permission system. Without license activation on the vtenext CRM instance, the plugin—although correctly installed in Outlook—will not be operational. ATTENTION: Minimum...

...issions on the instances of the modules involved in the process by specifying a user or a group (static or dynamic). Advanced permissions are useful when you need to extend access to a specific record for users who previously did not have the required priv...

...th the function code inside the modules/PDFMaker/function folder; the file will be included automatically.The its4you.php function is inside the folder. Do not modify this file; any changes will be overwritten the next time you update the application.To ad...

...th the function code inside the modules/PDFMaker/function folder; the file will be included automatically.The its4you.php function is inside the folder. Do not modify this file; any changes will be overwritten the next time you update the application.To ad...

...ione all’interno della cartella modules/PDFMaker/function, il file verrà incluso automaticamente. All’interno della cartella vi è la funzione its4you.php, non modificare questo file, eventuali modifiche verranno sovrascritte al prossimo aggiornamento dell’...

...th the function code inside the modules/PDFMaker/function folder; the file will be included automatically. The its4you.php function is inside the folder. Do not modify this file; any changes will be overwritten the next time you update the application. To ...

... con i nomi dei parametri della funzione Le funzioni così registrate devono essere salvate all'interno di files php in modules/PDFMaker/functions/ Per rimuovere la funzione basta chiamare: SDK::unsetPDFCustomFunction($name);$name: il nome della funzione