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Potentials are starting points for negotiations. The module is organized with filters and information cards. Within the main information, a Potential must be correlated with a Company / Contact (so that the commercial information flow is complete). The relati...

The Quotations module is again organized with filters and information cards (Customized Information, Address, Terms and Conditions, etc.). Within the main information a Quotation must be related to a Company and a Potential (so that the information flow is com...

Sales Orders are also organized with filters and information cards. The main information must include a correlation between the Sales Order and a Company/Contact, a Quotation, and also a Potential (so that the information flow is complete).The relations menu c...

Invoices are again organized with filters and information cards. Within the main information an Invoice must be correlated with a Company/Contact and also a Sales Order (so that the information flow is complete). The relations menu gives access and enables add...

In Wilson for vtenext the Products module only exists as a relation for other modules that use it, like Quotations, Sales Orders, Purchase Orders, Invoices, etc. Product description

Installations are organized with filters and information cards. Within the main information an Installation must be related to a Product and a Company, and also requires a Serial Number. A connection is also required with a Sales Order and an Invoice (so that ...

This module contains the list of services that can be offered to customers. As in the Web version, they differ from Products only by including management of man hours, which is difficult to manage using the Products module. The relations menu can be used to ac...

Service Contracts (services measured in hours/days) are organized with filters and information cards. They include direct relations with Companies, Sales Orders, and Services (so that the information flow is complete). Service Contract detail Organizat...

The Help Desk module contains all the Trouble Tickets opened by customers or internally by the Technical Support staff. They can be related to Companies/Contacts, a Product, Project, or Project Activity. Trouble Tickets detail In a Ticket display view there ...

Projects is the most appropriate place for managing a new project, checking its development, and coordinating resources. A Plan is typically linked to an Account and its Operations. Project details Operations related to a Plan Organizational layout of...

Project Tasks are part of a Plan and are important for establishing “who does what” within a project. Each operation contains information regarding a specific work process, including progress as a percentage of completion. This provides a clear overview for Pl...

Milestones are useful for managing project deadlines or daily/weekly/monthly/annual company Milestones. As in the other modules, Milestones are organized with filters and information cards and must be correlated with a project. Milestone detail Organiz...

This module is for managing the purchasing cycle. Vendors are organized with filters and information cards (main information, address, notes, etc.).The Purchase Orders module also appears within the Vendors module. This assists management of the purchasing cyc...

Purchase Orders are again organized with filters and information cards (main information, address, terms and conditions, etc.). Within the main information, a Purchase Order must be related to a Vendor as part of the purchasing cycle. Purchase Order detail ...

This module is for managing visits to potential or established customers. As usual it is organized with filters and information cards, where it is possible to note down the details of a visit (main information, expenses, etc.).It is also possible to send a PDF...

Like all the VTENEXT modules, Delivery Notes are organized with filters and information cards. They must be related to a customer order and an account. Delivery Notes detail Products in a Delivery Note Organizational layout of related modules ...

Clicking on the relevant icon in the control bar at the bottom opens the Conversations panel as shown below. Active Conversations detail The Conversations module allows you to exchange short Messages with other vtenext users on specific subjects. Unread Co...

The Settings page can be opened using the icon at the top right of the Home page, displaying the following information General Settings (not editable):- Web address: to which the Wilson for vtenext mobile App connects;- Username: identity of the user who ac...

When customizations are applied in the CRM (server side), it is necessary to close and then reopen the App in order to see and changes (it is not necessary to Logout/Login).This mainly involves: Changing privileges for modules / fields / profiles Creation,...

When it is necessary to search for a record across the entire CRM, start by clicking the magnifying glass icon at the top right . This opens the screen shown below containing some options for refining the search: Search entire CRM Clients Projects Sales ...