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The application is structured according to relations between the various modules, based on the process logic. Each module offers the following access views: 1. List view: proposes the list of data (files) present in the module. Possible actions from this v...

1. Relations with other modules: positioned on the right of the screen, this function summarises all the relations with other modules of the record in which you are operating by indicating the numbers of related elements. To display a related module click on...

In the list view and in the detail view, the CRM allows you to preview several summary items of a related entity (in accordance with the access credentials of the profiles linked to the individual user). N.B. The visible fields inside the Relational Quick l...

The filters facilitate CRM search activities. Setting up a filter means creating a search system that can be retrieved whenever necessary. Any customised fields you have created in the vtenext modules can also be used as filters for the creation of lists. You ...

The following section explains how to create a customised filter starting from a list of accounts. This procedure can be applied to all the other modules. Configuration parameters: columns content (filter fields displayed) any time interval in which the d...

To access user settings click on the icon of your personal avatar and then click on PREFERENCES.The page appears as shown below: User login and role This box is used to: change the password; configure access via LDAP (only if available in the company...

The access privileges associated with the user and used to access vtenext are defined by the admin user.Based on the selected modules, the following permissions can be granted to a vtenext user: view; create or edit; delete; import/export data.   N.B...

The after-sales phase is focused on customer support and requires: Managing any problems or customer requests about the products/services provided; Providing the customer with a tool for monitoring the progress of work on each request; Providing the sales...

A ticket applies across different areas: in HelpDesk it is considered as a request by the client, but after the sale it can also be used for internal company requests (non-conformity management) and for project activities (Planning). It is advisable, therefor...

The tickets can mainly come from three different communication channels: Phone: the client calls your company to request support, in this case the ticket will be created by your operator manually on vtenext. Email: you can dedicate an email address to the ma...

It is possible to associate resolution actions with the tickets. This is a second level of detail, if a ticket requires more actions for the problem to be resolved. Date Date of intervention Assigned to User or group of users ...

The Service Level Agreement defines the level of efficiency that a company is committed to maintaining in regard to its customers with respect to the provision of a service. The efficiency of the support is measured not only in terms of effectiveness, i.e. the...

To configure the SLA module, access the SLA.config.php file in the subfolder where the CRM modules/SLA is installed. Then open the file with an editor (e.g. Notepad++): The file allows you to define a series of settings related to the SLA count; details ...

Tracking is useful for always storing and monitoring the time invested on your customers for any kind of activity. The tool is present in the Company, Contact, Ticket sheet and in email (Messages module), in the form of the Play, Pause and Stop buttons. As ...

In vtenext there is the SERVICE CONTRACTS module dedicated to the management of a service sold to a customer, which tracks the provision of the service during the time provided for by the contract.For example, if you sell a 20-hour service package valid for 1 ...

Some companies need to associate a specific serial or registration number to a sold product. vtenext allows you to store this information in a special module that links customer and products. The Installations module allows you to track all the registration nu...

FAQs (Frequently Asked Questions) refers to typical questions relating to the standard scenario, with answers that provide guidelines that can be consulted in a list. In vtenext they can be used: As basic knowledge provided to your customer on a certain produ...

The main modules and processes involved in the pre-sales, sales and after-sales phases are: Leads Potentials Quotes Sales and Purchase Orders Invoices HelpDesk and FAQs What are normally defined as marketing lists (from websites, word-of-mouth, fair...

A potential is established if there is a real interest in your products/services from both potential and current customers, opening up a negotiation process. If it is not created automatically through conversion (see the section on Leads), you can subsequently...

You can create a new quote through the reports and Add Quote menu from the potential, company or contact registry.NB.: a quote cannot be created starting from a lead.Alternatively, you can create a new quote from the Quotes module using, entering the links to ...