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Attachments in .ics format are identified as invitations to attend an appointment and they create a pre-linked calendar event. The recipient can specify his/her intention of participating/not participating in the event. The message interface appears as shown b...

Layout: change the emails list layout Filters: set up filter rules for automatic transfer of emails into folders POP3: set up a secondary account in POP3 mode Warning! Once a secondary account has been configured in POP3 mode, a copy of th...

A mass mailing tool is available send an email to multiple recipients (20 max) in a single shot. Select the email recipients from the list view of the desired module, e.g. Leads, then click on the button  followed by Email, located above the records list. T...

The vtenext admin user can make email templates available to other users for use for single emails and for newsletters. The general characteristics of email templates applicable to both mails and newsletters are described below, while specific functions concer...

vtenext proposes an alternative solution to manage the exchange of information within your organisation, avoiding the transmission of emails or paper notes that cannot be tracked. To open the Talks module click the icon  on the right-hand toolbar. The scre...

vtenext keep users informed of the data of interest by means of the Notifications tool.Each user can define the following details from the Preferences tab: notification method: Email/vtenext (“Notify me via” field); frequency of unread notifications summar...

From version 19.10 you can receive a notification from the CRM when a new vtenext version update is available. Clicking on the update details will open a dedicated page that allows you to plan or postpone the vtenext update. Plan Update Click on PLAN UP...

vtenext features a simple but invaluable documents manager. Documents manager main characteristics: Store file type documents (uploaded locally) or links (url from the web); Create folders to store documents digitally; Assign documents to the user respon...

Document revisions can be managed by means of the “Add Revision” button in the OTHER tab. Once the revision is created, the list of previous versions will be available in the OTHER tab. To share a document click on “Share Document” to send a link by em...

Opening DOCUMENTS in a CRM entity makes it possible to upload one or more files using drag and drop. The system will present a popup that allows you to choose the upload method: individual files or single file in .zip format. The next step allows the user to c...

Notes can be found in the vtenext records, located at the bottom left (available in most modules), and on the main management panel, which is accessible from the icon on the light blue toolbar. The following options are available from the record: Make a te...

The vtenext calendar allows you to award a priority to your activities, specifying the users or contacts involved and the subject connected to the activity. A simple click is sufficient to access the related content, postpone an activity that you have been un...

In the Calendar module you can click the green create button or click on the agenda area, dragging the mouse in accordance with the event duration (drag & drop). Activity Type Select Call, Meeting or other customised values Visibility ...

To-dos are always assigned to a user or a group of users; it is not however possible to invite other users or link more than one contact. The to-do can be transferred to another user by changing the assignee. The input procedures are the same as for the event...

The user can set up several fields from the calendar settings icon  (accessible also from User Preferences): Default Calendar View Defines the default calendar view (daily, weekly, etc.) Date Format The user selects the date format ...

To manage privileges to view and edit the calendar it is essential to know the Sharing Access (from the Settings menu) and visibility of the event. In Settings > Sharing Access there are various possible configurations for the Calendar (explained below with...

To import or export Activities between vtenext and other applications, the standard iCalendar format is available (.ics extension). To export the activities of the vtenext calendar, you must display it in list mode, select the records to be exported, press ,....

Version 21.01 onward includes the new Book me function to make appointments based on the calendar slots made available by crm users. Let’s take a look at how it works and how to configure this new feature properly. A new block entitled Book me configuration h...

vtenext identifies 4 types of customer records: Leads: potential customers; Accounts: acquired customers or customers in negotiations, defined by name (including ex-customers, partners, distributors…); Contacts: people with whom you have commercial relati...

A lead is a potential customer whose interest in the products or services offered by your company is to be investigated. To aid understanding of the concept of lead, imagine a business card you picked up during a marketing campaign. The lead in question will t...