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As for the newsletter module, the admin user will be able to access the email template editor. An email template can be used for messages or newsletters and can be saved in either a public or private folder. Variables can also be added within the tem...

Through the vtenext Webforms tool it is possible to create a web form to embed in your website, for example the classic “Contact Us” form. The data entered in the webform will be automatically sent to the CRM into the selected destination module. Basically, yo...

GDPR fields have been enabled inside the webforms from version 18.12 onwards. For example, you can request Marketing Consent, Third-Party Consent, Profiling Consent, etc., and save the choice made with IP and date-time in the lead data sheet. Here are the con...

It's possible to configure the functions of your customer portal through the 'Customer Portal' section within the settings. In updated versions of vtenext (i.e., when transitioning from an old release to the current one), you will be able to choose via a dropd...

Only contacts present in vtenext can be enabled for the Customer Portal. Within the individual contact record, it's necessary to check the checkbox in the PORTAL USER section and input a start support date and an end date. Upon enabling the checkbox, the syste...

INTERFACE VERSION 1 Once they have entered their login details, your customer can first enter a new request for assistance and then access the entities that you have related to his contact card (only enabled modules) from the menu items on the left. Support r...

For privacy management, you can customise certain configurations, the templates proposed for communication through GDPR campaigns and the privacy policy of your company through the different features of the GDPR module. WEBSERVICE Webservice endpoint...

In Company Details you can specify the details of your company. This information can then be retrieved within the PDF Maker templates or Email or Newsletter for invoices, quotes, orders, etc. Make sure that the size of your company logo fits in the space avai...

In Settings, you will also find the section for 'Logos,' which allows us to change both the logos for the Access and Login pages, including their backgrounds, as well as the logo within the CRM, located at the top left. As soon as you access this area, you wi...

vtenext can be integrated with Asterisk, an open source telephone PBX application that allows you to route phone calls. Asterisk is a free implementation of PBX software that offers the same features as other proprietary systems at a much lower cost and with g...

WARNING: This feature has been added to the Single Sign-On configuration (refer to Chapter 18.11). You can configure the LDAP server data in vtenext to synchronise user passwords. Note that when the LDAP authentication method is used, the password is entirely...

It is possible to manage different types of currencies in the event there are users who have to draw up offers in a currency different from the one proposed by default by the system (Euro).From Settings > Currencies you can view the currencies configured in th...

You can set the tax items to be used on Quotes, Orders, Invoices and Delivery Notes. Negative tax values can also be managed, for example for the management of ENASARCO or withholding tax. The calculation of taxes in Quotes, Orders, Invoices and Delivery Note...

If your company is using a proxy server to access the Internet, you can use the Proxy Server Settings menu, as shown in the figure.

These Web services allow you to do HTTP requests to the specified endpoints (VTE_URL/restapi/v1/vtews/METHOD_NAME). The requests need POST method, basic authentication (you must set ‘Authentication basic’ into the header which is calculated through a function...

Single Sign-On (SSO) is an authentication mechanism that allows users to access multiple applications or services with a single set of login credentials (e.g., one username and password). Instead of authenticating separately for each service, the user logs in ...

Through this menu you can modify the sequence and the coding of the prefix of each entity present in the CRM. Once the two variables have been modified, we can update the missing records (i.e. without protocol) using the APPLY button. N.B. Once the prefix of a...