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To login to vtenext enter your user credentials in the system login page and click on the Login button: Most browsers can save your “User name” and “Password” credentials to speed up the login process. For data security reasons we recommend not allowing the b...

The duration of the user session in vtenext depends mainly on the php session, that is on a parameter that is configured in the server where the crm is installed.In the login page there is a flag field called "stay connected" and once active, the session time ...

When the user logs in to the CRM the user-specific home page can be displayed (this setting is editable by individual users in User Preferences). The Home page is composed of a set of elements (dashboards) that retrieve information from vtenext. The dashboard...

The navigation within vtenext is guided from two menus positioned on the left and right of the screen. It is composed of two different toolbars illustrated below: The dark blue navigation bar provides access to all vtenext active modules. Depending ...

The global search function, located in the first place on the right-hand toolbar, allows interrogation related to words within the system. The search can be carried out either in the module in which you are currently working, in all modules, or in only part of...

Processes: clicking on this icon gives access to the detailed view of all processes implemented in the CRM. Last viewed: by clicking on this icon you can visualize the user’s lists consulted recently. Calendar: Access to a simplified mini...

The button is used to create a new entity in the module in which you are currently positioned. While clicking on allows to enter in a sub-menu with the following options:   Delete: it allows to delete all selected records in the list Mass Edit it allows ...

To find a term in a specific module, press the icon search. The research result is temporary, in fact it is cleared when the page is closed or updated. To perform researches that can be saved and retrieved please refer to the Filters function. 1. Search bo...

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...

During the creation of a filter, by scrolling to the bottom of the configuration page, you can set the expansion of list views. With this feature, you can propagate the view of related modules within a filter. For example, in a Company filter, you can already ...

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 button Request Remote Support is used to create temporary credentials that must be provided to the vtenext HelpDesk if needed. Clicking that button makes this pop-up appear: Here you can select the duration of the validity of these credentials and yo...

In the User Preferences you can activate the Two-factor Authentication. It can be: Not active; With Wilson app: in this case, to authenticate in vtenext you must consent it from the app; With email: n this case, to authenticate in vtenext you must conse...

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...