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User Manual vtenext 26.04
1 Introduction
Introduction
vtenext supports management of all customer-related flows, from acquisition to assistance, allowing also intelligent internal/external communication. Customer activities and communications are stored and available for consultation: vtenext centralises all info...
1.1 Examples of vtenext application areas
Customer Acquisition & Sales Automated acquisition of potential accounts via contact webform; Lists allocation to sales personnel concerned; Management of corporate hierarchies, partners, etc.; Shared calendar to plan customer actions; Sales negotiations ...
1.2 Flows managed by vtenext
Customer acquisition cycle Acquired customer cycle Assistance cycle Purchasing cycle (vendors)
1.3 Notes on the manual (Disclaimer)
The images and functions of vtenext shown in this manual may be subject to minor changes with the release of updates and described according to the version and the current graphic theme. Screenshots may vary (colours, icons) depending on the configuration.
vtenext Business 18.02 Release Note
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...
vtenext Business 18.05 Release Note
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.
vtenext Business 19.10 Release Note
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...
vtenext 20.04 release notes
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 cer...
vtenext 21.01 release notes
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 th...
vtenext 21.10.1 Release Note
NEW add Mexico timezonesNEW add support to check european tax numbersNEW solar/working days in processes date operationNEW added support for PDFMaker custom functions to email template fieldsNEW possibility to upload images for uitype 209NEW button to sort pic...
vtenext 22.05 Release Note
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 timezon...
vtenext 23.08 Release Note
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...
vtenext 24.08 Release Note
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 ...
vtenext 25.02 Release Note
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 interna...
2 First steps: how to browse vtenext
2 First steps: how to browse vtenext
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...