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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...

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.

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...

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...

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...

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...

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...

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...

New Web Features Bookme: In the user preferences, a new option has been added to easily copy the link to your personal calendar. In the previous version, the link was generated directly within the email composition. This update provides greater convenience for...

Cases Module The Cases module is designed to manage reports, issues, and internal requests within the company, enabling a structured and traceable workflow. Here are the main features and functionalities of the Cases module, which specifically handles internal...

This section consists in a brief introduction to vtenext for those who are accessing the system for the first time. The goal is to provide to the user with the basic knowledge to become familiar with this tool, which is designed to be intuitive and easy to use...

To login to vtenext enter your user credentials in the system login page and click on the Login button: Most browsers can save your “User name” and “Password” credentials to speed up the login process. For data security reasons we recommend not allowing the br...

The duration of the user session in vtenext depends mainly on the php session, that is on a parameter that is configured in the server where the crm is installed. In the login page there is a flag field called "stay connected" and once active, the session time...

When the user logs in to the CRM the user-specific home page can be displayed (this setting is editable by individual users in User Preferences). The Home page is composed of a set of elements (dashboards) that retrieve information from vtenext. The dashboards...

The navigation within vtenext is guided from two menus positioned on the left and right of the screen. It is composed of two different toolbars illustrated below: The dark blue navigation bar provides access to all vtenext active modules. Depending on the them...

The global search function, located in the first place on the right-hand toolbar, allows interrogation related to words within the system. The search can be carried out either in the module in which you are currently working, in all modules, or in only part of...

Processes: clicking on this icon gives access to the detailed view of all processes implemented in the CRM. Last viewed: by clicking on this icon you can visualize the user’s lists consulted recently. Calendar: Access to a simplified mini-calendar which allows...

The button  is used to create a new entity in the module in which you are currently positioned. While clicking on allows to enter in a sub-menu with the following options:   Delete: it allows to delete all selected records in the list Mass Edit it allows to e...