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vtenext 26.04 Release Note

Release Notes History

...updated and moved from the beta modules to the optional modules. Translation of External Pages ...  Quick Actions in List View In module list views, a preview button ha ...ssible to create records in any module from a webform. It is also poss ...ications. In CSV export for any module, it is now possible to choose t...

18.3 Customer Portal - Business Portal

User Manual vtenext 26.04 18 Other vtenext Settings

...you can: 1. choose which items (modules) should be active on the porta ...ith a basic configuration. Many modules are deactivated by default in ...le. To activate all the desired modules, it is necessary to upgrade to ...figured account in the Messages module, the system will use the server...

18.3 Customer Portal - Business Portal

User Manual vtenext 26.07 18 Other vtenext Settings

...you can: 1. choose which items (modules) should be active on the porta ...ith a basic configuration. Many modules are deactivated by default in ...le. To activate all the desired modules, it is necessary to upgrade to ...figured account in the Messages module, the system will use the server...

vtenext 25.02 Release Note

User Manual vtenext 26.04 1 Introduction

Cases Module The Cases module is designed to manage reports, ...nd functionalities of the Cases module, which specifically handles int ...sis Integration with Other CRM Modules A well-structured Cases module improves operational efficiency ...n the company. How the Cases Module Appears and the Display of Subc...

vtenext 25.02 Release Note

Release Notes History

Cases Module The Cases module is designed to manage reports, ...nd functionalities of the Cases module, which specifically handles int ...sis Integration with Other CRM Modules A well-structured Cases module improves operational efficiency ...n the company. How the Cases Module Appears and the Display of Subc...

vtenext 25.02 Release Note

User Manual vtenext 26.07 1 Introduction

Cases Module The Cases module is designed to manage reports, ...nd functionalities of the Cases module, which specifically handles int ...ysis Integration with Other CRM Modules A well-structured Cases module improves operational efficiency ...thin the company. How the Cases Module Appears and the Display of Subc...

17 vtenext customization: advanced settings

User Manual vtenext 22.05 17 vtenext customization: advanced sett...

... data structure for the vtenext modules via easy-to-use web interfaces ...tenext presents a wide range of modules that can be subsequently reada ... Customise the layout of the modules according to the content you n ...records, belonging to different modules and their relationships. ...

16.1.1 Create new profile

User Manual vtenext 22.05 16 Hierarchical roles and user profiling

...s privileges in detail for each module:   Mobile App Profile: it ...iles, is possible to choose the modules and their utilization methods. ...ew profile: activate "touch" module for a correct use of the mobile ...ed by the profile on the single module are secondary to those defined ...

Custom Uitypes

Developers SDK 2

... Create the files:a. nnn.php in modules/SDK/examplesb. nnn.js in modules/SDK/examplesc. nnn.tpl in Smar ...ty/templates/modules/SDK/examplesThese files manage ...ss method SDK::setUitype. In modules/SDK/examples/VTE-SDK-2.php the ...tion and uitype registration.In modules/SDK/doc/VTE-SDK-2.pdf under Ui...

17 vtenext customization: advanced settings

User Manual vtenext 26.04 17 vtenext customization: advanced sett...

... data structure for the vtenext modules via easy-to-use web interfaces ...tenext presents a wide range of modules that can be subsequently reada ... Customise the layout of the modules according to the content you n ...records, belonging to different modules and their relationships. ...

18.2 Webforms

User Manual vtenext 26.04 18 Other vtenext Settings

...M into the selected destination module. Basically, you can create a We ...bform for almost all modules available in the CRM, includin ...g all custom modules created from Settings > Module Builder. The only modules excluded from this feature are ...: if you create a Webform for a module that contains mandatory related...

16.1.1 Create new profile

User Manual vtenext 26.04 16 Hierarchical roles and user profiling

...s privileges in detail for each module: Mobile App Profile: it allows ...iles, is possible to choose the modules and their utilization methods. ...new profile: activate "touch" module for a correct use of the mobile ...ed by the profile on the single module are secondary to those defined ...

16.1.1 Create new profile

User Manual vtenext 26.07 16 Hierarchical roles and user profiling

...s privileges in detail for each module: Mobile App Profile: it allows ...iles, is possible to choose the modules and their utilization methods. ...a new profile: activate "touch" module for a correct use of the mobile ...ed by the profile on the single module are secondary to those defined ...

17 vtenext customization: advanced settings

User Manual vtenext 26.07 17 vtenext customization: advanced sett...

... data structure for the vtenext modules via easy-to-use web interfaces ...tenext presents a wide range of modules that can be subsequently reada ...ps: Customise the layout of the modules according to the content you n ...records, belonging to different modules and their relationships. Gener...

18.2 Webforms

User Manual vtenext 26.07 18 Other vtenext Settings

...M into the selected destination module. Basically, you can create a We ...bform for almost all modules available in the CRM, includin ...g all custom modules created from Settings > Module Builder. The only modules excluded from this feature are ...: if you create a Webform for a module that contains mandatory related...

Business Unit Module

17.7.1 BUTTON field in vtenext

User Manual vtenext 22.05 17 vtenext customization: advanced sett...

...on field, present in SETTINGS > MODULE MANAGER > MODMODULE NAME > LAYOUT EDITOR, allows us ...to proceed: - Go to SETTINGS > MODULES MANAGER > ACCOUNTS > LAYOUT ED ... ('Accounts') - the name of the module we are operating in will be bet ...s || { saveField: function(module, crmid, fieldname, value, callb...

17.7.1 BUTTON field in vtenext

User Manual vtenext 26.04 17 vtenext customization: advanced sett...

...on field, present in SETTINGS > MODULE MANAGER > MODMODULE NAME > LAYOUT EDITOR, allows us ...to proceed: - Go to SETTINGS > MODULES MANAGER > ACCOUNTS > LAYOUT ED ...e('Accounts') - the name of the module we are operating in will be bet ...s || { saveField: function(module, crmid, fieldname, value, callb...