Advanced Search
Search Results
511 total results found
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...
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 typing ... of macro-area includes all the modules related to the main business p ...rocesses. Obviously, some modules have (or can have) a horizonta...
PdfMaker Custom Functions
...ns can be added in the PDFMaker module. To insert one use: SDK::setPD ...is translated into the PDFMaker module)$name: the name of the function ...s must be saved in php files in modules/PDFMaker/functions/ to be used ... by the PDFMaker module To remove the function: SDK::...
Sviluppi SDK lato Portale
...e ( ‘get_field_structure’, ‘modules/SDK/src/your_folder/your_file. ...array ( array (‘name’ => ‘module’, ‘type’ => ‘xsd:string’), ...SOAPWebservices', 'NewSOAPWS’, 'modules/SDK/src/your_folder/your_file_ ...ame.js', ), 'module_js' => array( // js t...
HR Requests - Time off/Vacation/Sick/Smartwork
The HR Requests module lets vtenext users ask for Time ...or (Supervisor) via email. The module is accessible from the menu at ...View by list of the HR Requests module FunctioningTo make a new HR Re ...ndar, which, thanks to this new module’s installation, will have a new...
5.3 Email Templates
... available for emails (Messages Module) Newsletter: templates availabl ...e for the Newsletters module Subject Email sub ...nt variables, one for the Leads module and one for Contacts. Note that ... helpful to inform users of the module for which the template is avail...
2.6.1 How to create a Filter (standard filters, advanced filters, filters based on report, kanban)
...can be applied to all the other modules. Configuration parameters: ...tically every time you open the module Set as public Opt ...a Report (for use of the Report module refer to section 13.1): By m ...ustry" field in the "Companies" module has been chosen, and the config...
5.3 Email Templates
... available for emails (Messages Module) Newsletter: templates availabl ...e for the Newsletters module Subject Email sub ...nt variables, one for the Leads module and one for Contacts. Note that ... helpful to inform users of the module for which the template is avail...
Fields Visibility
... use the method: SDK::addView($module, $src, $mode, $success); $module : the name of the module to apply the view$src : the pat ...ow) The views defined for each module are applied in the order in whi ... to the queue of views for that module. The $mode variable only makes ...
Standard PHP replacement
...e the standard php files of the modules, such as DetailView.php, EditV ...ough the method: SDK::setFile($module, $file, $newfile); $module : the name of the module$file : the value of the "action ...st be in the same folder of the module and must be specified without a...
2.7 Users preferences
...cation settings for the various modules; choose whether or not to rec ...of the user; change the access module after login (Default module); Calendar configuration ... receive based on the specified module, with the exception of those de...
6.1 Newsletter Campaigns
The Newsletter module, integrated with the “Campaigns ...” module, is the vtenext solution for ma ...nding marketing campaigns, this module allows you to track all movemen ...n the Newsletters and Campaigns modules, facilitates the creation of a new campaign (...
4.5 Import and export activities
...via Active Sync protocol (extra module); Synchronisation with Exchang ...e calendar (extra module); Synchronisation with GCalend ...ar (extra module); Synchronisation with Zimbra ...(extra module); Synchronisation with Outlook and Thunderbird via plug...
16.7 Advanced Sharing Access
...ssions for a user on a specific module, based on rules defined accordi ...P 1: Add a rule in the Accounts module, then configure the rule. In ou ... with the Accounts and Contacts module and define the type of permissi ... of advanced sharing access for module.
3.4 Vendors
The Vendors module contains the business name reco ...e departments. Vendors module is related to Contacts module, just like the Accounts module (1 to N).
3.12 Services
This module contains the list of services t ...lt to manage using the Products module. The relations menu can be used ...ata correlated with the related modules present. Service detail ...rganizational layout of related modules Conversations Notes Quo...
3.18 Vendors
This module is for managing the purchasing ...otes, etc.).The Purchase Orders module also appears within the Vendors ... module. This assists management of the ...rganizational layout of related modules Conversations Notes Contacts Documents Mess...
2.2 Home
...be composed of: filters from modules RSS to receive feeds from you ... the number of records for each module assigned to the user. ...r "My private files" inside the module Documents. To create a new cus ...ample, if you wish to add a new Module, you will be presented with a s...