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16.3 Users
...nd select Add Privileges on the Module, then configure the rule. Examp ...een are copied to the Employees Module. The module gives us the freedom to enter a ... CRM is furnished with the GDPR module, it also interacts with this module. In essence, the Employees modu...
17.7.3 Table field
...ables. Navigate to SETTINGS > MODULE MANAGER > LAYOUT EDITOR for the ... selected module. Add a new custom field and cho ...he layout editor for a standard module) Text It is a field that c ...create a related field within a module, but it will not be possible to...
5 Personal communication tools
...nal communications: Messages Module Email Template Talks Module Notifications Module Notes Module Documents Module In particular the Messages that allow the transmission of individual emails or emails to a limited number of recipients in which ea...
5 Personal communication tools
...nal communications: Messages Module Email Template Talks Module Notifications Module Notes Module Documents Module In particular the Messages that allow the transmission of individual emails or emails to a limited number of recipients in which ea...
5.6 Documents
...for managing them: e.g., if the module is set as private, each individ ...cted to the various entities or modules of the crm. For example, if an ...ail is linked from the Messages module to a Contact, the attachment pr ... list present by default in the module Documents. Clicking on the f...
4.1 Add a calendar event
In the Calendar module you can click the green create ...stomised entities (generated by modules creation in Settings) within v ...tenext. Note that the contacts module is separate from the rest, allo .... Warning! 1) The following modules cannot be linked to the calend...
8.1.2 Configurable products and product variants
...e product variants with the new module Configurable Products. By follo ...m the vtenext standard Products module), and then we can select the pr ...ants. Note that, from the quote module, the research of products with ...ucts with variants in the quote module Detail of selected product i...
2.3.1 Global Search
...an be carried out either in the module in which you are currently work ...ing, in all modules, or in only part of the modules (by macro-areas). After typin ... of macro-area includes all the modules related to the main business p ...rocesses. Obviously, some modules have (or can have) a horizonta...
2.3 Navigation methods: menus
...es access to all vtenext active modules. Depending on the theme chosen ...r, with the related functions.A module is a container of files of a sp ... by type. Not all the available modules are immediately displayed on t ...y are listed under the specific Modules heading. The admin user can ch...
Creating a New Course
... the main screen of the Courses module, you can easily create a new co ...ted at the top left. Courses Module Home Page Course Details Fi ..., as they are controlled by the module's automation (we will go over t ...or maximum customization of the module based on specific needs. There ...
8.1 Configuring an Advanced Process - Managing Installation Renewals
... entered by the user. RENEWALS MODULE: In order to better historiciz ...rformed, we create a “Renewals” module with an N to 1 relationship wit ...h the “Installations” module and composed of the fields show ...re 1 Figure 1 INSTALLATIONS MODULE REQUIREMENTS: In the “Installa...
12.13 SDK Action: Set entity reference
...d within an entity (of the same module) involved in the process. It i ...ly identifies the instance of a module within a process) of the instan ...plete instance of the Companies module.In fact, it does not have any m ...ly identifies the instance of a module within a process).For this reas...
2.3 Navigation methods: menus
...es access to all vtenext active modules. Depending on the theme chosen ...r, with the related functions.A module is a container of files of a sp ... by type. Not all the available modules are immediately displayed on t ...y are listed under the specific Modules heading. The admin user can ch...
2.6.2 Relationship Navigator (Expandable List View)
...n propagate the view of related modules within a filter. For example, ...ted, or in the Customer Support module, you can see all the Tracking A ...for all standard and custom CRM modules. In the example shown in th ...vities, Documents, and Services modules were selected as navigable rel...
8.1.2 Configurable products and product variants
...e product variants with the new module Configurable Products. By follo ...m the vtenext standard Products module), and then we can select the pr ...ants. Note that, from the quote module, the research of products with ...ucts with variants in the quote module Detail of selected product i...
18.3.2 Customer Portal Interface
... his contact card (only enabled modules) from the menu items on the le ...the left, you will find all the modules that the user's profile allows ... them to access. For each module, the portal user can search amo ...f display is repeated for other modules as well, with different field ...
vtenext 25.02.1 Release Note
... Sent Emails By activating the modules.emails.send_mail_log property, ...List View If a text field in a module list filter exceeds 40 characte ...ave activated the Business Unit module and have the bu_mc field in the ... Campaigns module, it is now possible to set this...
4.1 Add a calendar event
In the Calendar module you can click the green create ...stomised entities (generated by modules creation in Settings) within v ...tenext. Note that the contacts module is separate from the rest, allo .... Warning! 1) The following modules cannot be linked to the calend...