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In all modules that involve master data, is possible to import data from CSV files, clicking on the button Other and then the button Import. The import is available in list view of the module. Before uploading new data through the importation procedure, alw...

Data must be in ASCII format with values separated by commas or semi-colons. The csv format is frequently used to exchange data between the various applications. If you wish to import data, they must be formatted in accordance with the following rules: All...

The export process allows the records to be saved in a csv file. Click on the icon to open a menu in which the export criteria can be selected. Export with search records Export only records returned in search results Export without se...

You can check for the presence of duplicates in a module by means of a wizard. To launch the duplicates check click on Other and Find duplicates in the module in question, then enter the key fields to find the duplicates (including customised fields).Start th...

All users can perform a uniqueness check on each module by means of the "Find Duplicates” button when creating new records. Define the set of fields to be matched and then click on Save Mapping. At this point, whenever you attempt to edit an existing recor...

The Mass Edit function is useful for rapid updating of fields in one or more selected records. For example, if you create a customised field in Leads and you want to edit it across multiple names, this can be done without having to update the individual recor...

The vtenext calendar allows you to award a priority to your activities, specifying the users or contacts involved and the subject connected to the activity. A simple click is sufficient to access the related content, postpone an activity that you have been un...

In the Calendar module you can click the green create button or click on the agenda area, dragging the mouse in accordance with the event duration (drag & drop). Activity Type Select Call, Meeting or other customised values Visibility ...

You have two ways to edit or duplicate an event:  BY DRAGGING If you drag an event to a different hour or day a pop-up appears. In this pop-up you can choose 3 actions: MOVE: moves the event into the new position (day and hour)- SHIFT + MOUSE DUPLICATE...

To-dos are always assigned to a user or a group of users; it is not however possible to invite other users or link more than one contact. The to-do can be transferred to another user by changing the assignee. The input procedures are the same as for the event...

The user can set up several fields from the calendar settings icon  (accessible also from User Preferences): Default Calendar View Defines the default calendar view (daily, weekly, etc.) Date Format The user selects the date format ...

To manage privileges to view and edit the calendar it is essential to know the Sharing Access (from the Settings menu) and visibility of the event. In Settings > Sharing Access there are various possible configurations for the Calendar (explained below with...

To import or export Activities between vtenext and other applications, the standard iCalendar format is available (.ics extension). To export the activities of the vtenext calendar, you must display it in list mode, select the records to be exported, press ,....

Version 21.01 onward includes the new Book me function to make appointments based on the calendar slots made available by crm users. Let’s take a look at how it works and how to configure this new feature properly. A new block entitled Book me configuration h...

The main purpose of a CRM system is management of customer relationships, in regard to which communication tools take on a role of critical importance. vtenext offers different kinds of tools to manage communication towards customers (existing or potential) an...

To activate the transmission of emails from CRM, fill in the SMTP server data in Settings > Mail server > Simple Mail Transfer Protocol (SMTP). Account choose the server type from among the ones on the list; if your mail server type is not incl...

The vtenext Messages module uses the IMAP email account. You can work on emails through vtenext as if you were working on the server, namely without any downloading of emails to a folder. Any operations that you do in the messages module will be carried out di...

To proceed with the email configuration you need to open the module Messages:  First of all you need to click the "Configure" button (only the first time). Once you have set the SMTP server (see above), the IMAP server can be set up here or directly from th...

The Centralized Signature makes it possible to set a default signature, identical for all crm users, with the same graphic layout and characteristics. Go to SETTINGS > OTHER SETTINGS > COMPANY DETAILS and scroll down to the bottom of the page to find the "Sign...

There are three equivalent options to send an email, e.g. to a contact: 1. clicking on the email address shown in the record or in any vtenext page;2. clicking on the icon in the light blue toolbar, selecting Write3. from the Messages module interface, clicki...