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From Settings > Users you can create and manage users, which are displayed in a list on the main screen. The user in vtenext corresponds to a person, provided with an email address and password, which they access to work on CRM. Although simultaneous access...

Groups are effective tools for bringing together users who belong to the same team. They are used for data assignment. For example, if a Ticket arrives from a customer, you assign it to a dedicated Ticket management group so that all those users can see it. T...

vtenext allows you to set the access privileges of the Roles, defining whether the content of the CRM is generally accessible (public) or with limitations. There are various degrees of limitation. The rules are divided into two blocks: general global access ru...

The first thing to define is the Sharing Access rule for each of the modules. With what degree of freedom do you want the content of the modules to be accessible to users? The most restrictive approach is Private, which will strictly follow the hierarchical r...

At the bottom of the Sharing Access panel, you can create exceptions to the permissions that you have defined so far, thus creating exceptions to the hierarchy of roles. Press Add privileges on the module for which you want to create an exception; Then s...

The available function is used to control the visibility of the fields in the various modules on the part of the entire organisation. You can use this function both to show and to hide selected fields. By default, all fields are considered visible. It is not p...

This allows you to extend data access permissions for a user on a specific module, based on rules defined according to the same logic as filters. Let's look at an example: the Milan Agent user must be able to access the Account registries (all of them, even th...

The Audit Trails function allows the system administrator to know what a user has done in vtenext. You can enable/disable this control via the flag in the box, relative to the selected user. This function has been improved from version 21.01, making it centra...

As a vtenext administrator, you can monitor access to the system and view the history of each user.

Again, as an administrator user, you can view failed login attempts for each user and if they have been blocked (for example, if they have entered their password incorrectly more than 5 times), you can reactivate them by clicking on "Add to whitelist".

It is possible to provide constant and real time updates to all vtenext users through the RSS Feed links available on the web or specially created by the company. vtenext provides the option of choosing from a list of RSS feeds available for users and viewing ...

This area allows you to view websites of interest directly on vtenext. The system is also very useful for connecting to shipment tracking or communicating with web-based suppliers.

The Copyright and the License icon is found on the bottom right-hand corner of all vtenext pages; by clicking on it, you can access a popup containing all the terms of use of the program’s Business license. Since the 19.10 version, and only for On-Site instal...

From vtenext settings the crm synchronization function can be accessed with other applications. The synchronizable platforms available are as follows: Hubspot Salesforce SuiteCRM Jira vtiger Magento Prestashop Shopify WooCommerce The synchronizab...

The PDF Maker module allows you to create PDF documents that are generated with the rationale of "printing and merging" the data contained in vtenext and in an export model.

To create a new template for the PDF Maker module, click on the ADD TEMPLATE key or button on the right and indicate the name for the template and the reference module: the template will be available for the indicated module only. This means that we will find ...

Press the Image button in the editor: URL insert the URL of the image (if already present); if the URL is not already present, click Search on the server to upload an image Width / Height to change the image size in the template ...

To create a table in the PDF Maker, simply use the appropriate function in the editor, which is highlighted in the following image: When the "table creation" icon is clicked, a dialog window will open that will allow us to enter the values of the specific t...

For the Quotes, Sales Orders, 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 ...

It is possible to insert barcodes inside the template through the "Other information" Tab: It is possible to insert a fixed number or a variable within this string. The number or variable will be inserted instead of "YOURCODE": Example of a result: