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18.9 Server Proxy
Se la vostra azienda sta usando un server proxy per accedere ad Internet, potrete usare il menù Impostazioni del Server Proxy, come mostrato nella figura.
18.10 Webservice REST
Impostazioni Webservice REST Nelle impostazioni del CRM è possibile visionare i servizi web disponibili (qui riferiti come webservice, o webservice REST), per far si che applicazioni esterne possano interagire con il CRM stesso, sfruttando il paradigma REST. U...
18.11 Single Sign-On
Il Sigle Sign-On (SSO) è un meccanismo di autenticazione che consente agli utenti di accedere a più applicazioni o servizi con un'unica credenziale di accesso (ad esempio, un solo nome utente e password). Invece di autenticarsi separatamente per ogni servizio,...
19 Personalizza numerazione moduli
Tramite questo menù, accessibile da IMPOSTAZIONI > ALTRE IMPOSTAZIONI > PERSONALIZZA NUMERAZIONE MODULI, si può intervenire sulla sequenza e la codifica del prefisso di ogni entità presente nel crm. Una volta modificati le due variabili, tramite il pulsante AP...
20 Log di sistema
Gestisce e visualizza i log di sistema di tipo file o database per i seguenti moduli:
21 CRONJOB
Per il corretto funzionamento dell’applicazione occorre attivare nel cron/pianificazione attività del server su cui è installato vtenext i job relativi ai processi automatici. Le funzioni interessate da questa configurazione sono: workflow (invio email), fattu...
Introduction
vtenext supports management of all customer-related flows, from acquisition to assistance, allowing also intelligent internal/external communication. Customer activities and communications are stored and available for consultation: vtenext centralises all info...
1.1 Examples of vtenext application areas
Customer Acquisition & Sales Automated acquisition of potential accounts via contact webform; Lists allocation to sales personnel concerned; Management of corporate hierarchies, partners, etc.; Shared calendar to plan customer actions; Sales negotiations manag...
1.2 Flows managed by vtenext
Customer acquisition cycle Acquired customer cycle Assistance cycle Purchasing cycle (vendors)
1.3 Notes on the manual (Disclaimer)
The images and functions of vtenext shown in this manual may be subject to minor changes with the release of updates and described according to the version and the current graphic theme. Screenshots may vary (colours, icons) depending on the configuration.
vtenext Business 18.02 Release Note
USER PREFERENCES New Language Packs Four new language packs have been added to the user preferences: French, Russian, Polish, and Spanish. New NEXT Design Selectable Among Themes The NEXT theme has been added alongside SOFTED in user preferences. This theme in...
vtenext Business 18.05 Release Note
The update to version 18.05 includes the addition of a section dedicated to functionalities for proper management of the GDPR directive. All features and new additions are detailed in chapters 7 and 18.3.3 of this manual.
vtenext Business 19.10 Release Note
Automatic Updates via Interface This feature simplifies keeping the system up-to-date, ensuring that new functionalities are released more frequently, with milestones for technical constraints (e.g., PHP version requirements). BPMN Engine Enhancements Deadline...
vtenext 20.04 release notes
BPMN engine improvements 1. Process History in detailview. In addition to the tab “Process graph” the user can find the additional tab “Process History” were can read in detail the execution of the process and it is possible to view which user performed a cert...
vtenext 21.01 release notes
General improvements 1. European national holidays support on Calendars. 2. Improved centralized audit trial and activities export. Audit Trails view, located in settings 3. Centralized email Signature with possibility to differentiate it according to the Busi...
vtenext 21.10.1 Release Note
NEW add Mexico timezones NEW add support to check european tax numbers NEW solar/working days in processes date operation NEW added support for PDFMaker custom functions to email template fields NEW possibility to upload images for uitype 209 NEW button to sor...
vtenext 22.05 Release Note
Here are the news of the new release: Support for the new app Wilson for vtenext vte prop for default tax type in inventory modules Global support for oauth2 clients OAuth2 IMAP support for Office365 in all subsystems Alerts about Google OAuth2 timezone suppor...
vtenext 23.08 Release Note
New Customer Portal It's possible to configure the customer portal with customized profiles for each client, creating personalized homepages with buttons and functions tailored to each portal user. Additionally, you can publish any module present in vtenext, i...