Search Results

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...

The Employees module allows you to register your employees or co-workers, both internal and external, within vtenext. Every time a new user is created, a new collaborator profile is automatically generated. The module can be managed like all the others, by mod...

(This plugin is sold separately) Klondike Co-Pilot is an advanced solution that enhances the capabilities of the vtenext CRM, offering automated and assisted support for managing business processes and customer interactions. This integration aims to improve op...

This functionality of vtenext, located in Settings > External Applications, allows external services to connect to the CRM using the OAuth2 authorization protocol. Configuration page for External applications How does it work? External services, here called Ex...

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

You can access the Check User Login section using the Settings item, present in the menu of the avatar in the top right corner. Here you can define and customise vtenext users in order to guarantee data confidentiality, managing access and data use privileges....

The profile defines the privileges of a user in regard to access to, and use of, vtenext modules and fields. The administrator, as instructed by company managers, must determine the operations that can be performed by the different users who will work on the C...

STEP 1: Once on Settings > Profiles, press New Profile: STEP 2: in the configuration window for the new profile, enter the name, description if any, and the basic profile to start from. STEP 3: Enter the access privileges in detail for each module: Mobile App ...

Roles underpin the entire security system, each of which is based on a profile. The administrator, following the profiles, must create roles that reflect the company's organisational levels. If we establish, in fact, that the visibility of CRM data is controll...

From Settings > Users you can create and manage users, which are displayed in a list on the main screen. The user in vtenext corresponds to a person, provided with an email address and password, which they access to work on CRM. Although simultaneous access by...

In a company, it can happen that a colleague decides to change jobs and therefore no longer be part of the team. What to do in these cases from the CRM perspective? There are two possibilities: Deactivate the "old user" and create a new one. This way, all enti...

Groups are effective tools for bringing together users who belong to the same team. They are used for data assignment. For example, if a Ticket arrives from a customer, you assign it to a dedicated Ticket management group so that all those users can see it. Th...

vtenext allows you to set the access privileges of the Roles, defining whether the content of the CRM is generally accessible (public) or with limitations. There are various degrees of limitation. The rules are divided into two blocks: general global access ru...

The first thing to define is the Sharing Access rule for each of the modules. With what degree of freedom do you want the content of the modules to be accessible to users? The most restrictive approach is Private, which will strictly follow the hierarchical ro...

At the bottom of the Sharing Access panel, you can create exceptions to the permissions that you have defined so far, thus creating exceptions to the hierarchy of roles. Press Add privileges on the module for which you want to create an exception; Then select ...

The available function is used to control the visibility of the fields in the various modules on the part of the entire organisation. You can use this function both to show and to hide selected fields. By default, all fields are considered visible. It is not p...

This allows you to extend data access permissions for a user on a specific module, based on rules defined according to the same logic as filters. Let's look at an example: the Milan Agent user must be able to access the Account registries (all of them, even th...

The Audit Trails function allows the system administrator to know what a user has done in vtenext. You can enable/disable this control via the flag in the box, relative to the selected user. This function has been improved from version 21.01, making it central...