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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 vtene...

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 ...

USER PREFERENCES New Language PacksFour new language packs have been added to the user preferences: French, Russian, Polish, and Spanish. New NEXT Design Selectable Among ThemesThe 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.

NEW INTEGRATION CAPABILITIES vtenext is increasingly becoming a platform capable of bidirectional communication and seamless integration with other systems within an organization. This feature plays a key role in extending CRM logic and processes to all areas...

Automatic Updates via InterfaceThis 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 Dea...

The User Resources Plugin allows the creation of "virtual" users, which can be assigned to events or invited to the calendar. A good example of using this function is the creation of Company Car users or Meeting Room users. As seen in the screenshot, a new ...

PLUGIN MAILUP Fai comunicare il tuo CRM con il tuo strumento di mailing preferito. Nulla è più potente del collegare i tuoi servizi email a un CRM e questa integrazione rende tutto più semplice, immediato e veloce. La soluzione definitiva per: Sincronizza...

MAILUP PLUGIN Connect your CRM with your preferred mailing tool. Nothing is more powerful than linking your email services to a CRM, and this integration makes everything simpler, faster, and more efficient.The ultimate solution for: ...

L'app mobile integrata al tuo CRM che trasforma la tua esperienza di chiamata commerciale. Effettua chiamate dirette ai tuoi leads, aziende e contatti con un'interfaccia mobile intuitiva, mentre tutte le informazioni vengono automaticamente registrate nel tuo ...

The mobile app integrated with your CRM that transforms your sales call experience. Make direct calls to your leads, companies, and contacts with an intuitive mobile interface, while all information is automatically recorded in your vtenext CRM. The app syncs...

Nell'App Wilson è possibile gestire l'Ordinamento delle anagrafiche ed i Filtri. Prendiamo come esempio, il modulo delle Aziende, partendo dall'alto a sinistra, è possibile vedere un pulsante per visualizzare i Filtri disponibili, un pulsante per selezionare l...

In the Wilson App, it is possible to manage the sorting of records and filters. Taking the Accounts module as an example, starting from the top left, you can see a button to view the available filters, a button to select the assigned user to display, and final...

Come creare un'integrazione con vtenext in Zapier 1. Come prima cosa è necessario andare su https://developer.zapier.com/ effettuare l'accesso con le proprie credenziali Zapier, e cliccare su "Start a Zapier Integration" 2. E' poi necessario compilare tu...

Zapier è un prodotto che consente agli utenti finali di integrare le applicazioni Web ed automatizzare i flussi di lavoro. Permette di connettere diverse applicazioni web tra loro attraverso gli “ZAP”, che possono essere personalizzati a seconda delle esigenze...

Come creare degli ZAP di esempio Esempio 1 - Trigger da vtenext e azione in Zapier in questo esempio proviamo ad inviare un'email alla creazione di un lead in vtenext: Andare su https://zapier.com/app/dashboard Cliccare su Create Trigger: vtenext, e...

Zapier is a product that allows end-users to integrate web applications and automate workflows. It enables the connection of various web applications through "ZAPs," which can be customized based on user needs. Zapier functions as a bridge between different ap...

Hot to create an integration with vtenext in Zapier 1. The first step is to go to https://developer.zapier.com/, log in with your Zapier credentials, and click on "Start a Zapier Integration". 2. It is then necessary to fill in all the fields that the Za...