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This allows you to choose the main modules, and the order of items, of your CRM, which will be displayed directly in the left column.

Allows for the application of custom colours of views by list, or related list, based on the value assumed by a picklist-type field or control box. Note that only one field can be chosen per form. Furthemore is possible to choose the style through which color...

Field Formulas are custom fields that handle simple calculations and generate the result directly in a specially created field. To start, simply go to Settings> Desired Module (e.g. Accounts) and click on "New Field Expression". This wording will not be pre...

The Mail Converter is a tool that allows you to read one or more mailboxes and, when a condition occurs on an email, to activate automatic operations such as archiving the email, linking it to a registry entity, or transforming the email into a Ticket in the H...

This tool makes it possible to import data in vte (if the installation is on-site) from an external source, which can be both CSV (as already occurs through the standard import of master data) and database types. You can schedule the process according to a ce...

From vtenext 20.04 in settings is available the new additional plug in Klondike AI. It allows to connect vtenext with the modules of the machine learning engine Klondike: Process discovery agents: to analyse and discover the used processes within vtenext. O...

You can define further settings within vtenext: Template email Webforms Webform with GDPR fields Customer Portal How to enable the Customer portal Customer Portal interface GDPR module settings Account Details Server SoftPhone Settings Requirements...

As for the newsletter module, the admin user will be able to access to the email template editor. An email template can be used for messages or for newsletter and can be saved in a public or private folder. Within the template the variables can be added.

Through the vtenext Webforms tool, you can create a web form to be inserted within your site, for example the classic "contact us" form. The data entered in the webform will be automatically sent to the CRM in the Leads modules.To create a new webform, from Se...

GDPR fields have been enabled inside the webforms from version 18.12 onwards. For example, you can request Marketing Consent, Third-Party Consent, Profiling Consent, etc., and save the choice made with IP and date-time in the lead data sheet. Here are the con...

It's possible to configure the functions of your customer portal through the 'Customer Portal' section within the settings. In updated versions of vtenext (i.e., when transitioning from an old release to the current one), you will be able to choose via a drop...

Only contacts present in vtenext can be enabled for the Customer Portal. Within the individual contact record, it's necessary to check the checkbox in the PORTAL USER section and input a start support date and an end date. Upon enabling the checkbox, the syst...

INTERFACE VERSION 1 Once they have entered their login details, your customer can first enter a new request for assistance and then access the entities that you have related to his contact card (only enabled modules) from the menu items on the left. Support r...

For privacy management, you can customise certain configurations, the templates proposed for communication through GDPR campaigns and the privacy policy of your company through the different features of the GDPR module.

In Company Details you can specify the details of your company. This information can then be retrieved within the PDF Maker templates or Email or Newsletter for invoices, quotes, orders, etc. Make sure that the size of your company logo fits in the space av...

In Settings, you will also find the section for 'Logos,' which allows us to change both the logos for the Access and Login pages, including their backgrounds, as well as the logo within the CRM, located at the top left. As soon as you access this area, you wi...

vtenext can be integrated with Asterisk, an open source telephone PBX application that allows you to route phone calls. Asterisk is a free implementation of PBX software that offers the same features as other proprietary systems at a much lower cost and with g...

You can configure the LDAP server data in vtenext to synchronise user passwords.For configuration from Settings, choose LDAP Server. Then fill in the LDAP server information as shown in the figure: When creating a user, you can search for the user once you ...

It is possible to manage different types of currencies in the event there are users who have to draw up offers in a currency different from the one proposed by default by the system (Euro).From Settings > Currencies you can view the currencies configured in th...

You can set the tax items to be used on Quotes, Orders, Invoices and Delivery Notes. Negative tax values can also be managed, for example for the management of ENASARCO or withholding tax. The calculation of taxes in Quotes, Orders, Invoices and Delivery N...