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If you go to Settings -> Process Manager you can find the new Lead Conversion Process which can be edited as you wish to make it more useful.

The accounts module contains the records concerning the corporate titles of: Customers; Potential customers with a potential and a quote already created and related; Others: partners, resellers, distributors, partners, other sites, etc. It is preferable to cre...

Contacts contains the lists of the physical persons with whom relations have been established: account contact persons (customers, partners, or other type); private customers (or potentials) who generally come from a lead conversion; vendor contact persons. It...

The Vendors module contains the business name records that correspond to companies that supply goods and services. You can add a new vendor with the  button. Here are some relevant fields for Vendors: Vendor name Business name. GL Account Allows classificati...

If authorised by admin, you will find two specific buttons for data Import/Export in the vtenext Leads, Contacts, Accounts and Vendors modules. Import data; How format CSV file before upload; Export data; Manage duplicate record within a module; Save import da...

In all modules that involve master data, is possible to import data from CSV files, clicking on the button Other and then the button Import. The import is available in list view of the module. Before uploading new data through the importation procedure, always...

Data must be in ASCII format with values separated by commas or semi-colons. The csv format is frequently used to exchange data between the various applications. If you wish to import data, they must be formatted in accordance with the following rules: All com...

The export process allows the records to be saved in a csv file. Click on the icon to open a menu in which the export criteria can be selected. Export Search Criteria Records: Export with search records Export only records returned in search results Export wit...

You can check for the presence of duplicates in a module by means of a wizard. To launch the duplicates check click on Other and Find duplicates in the module in question, then enter the key fields to find the duplicates (including customised fields). Start th...

All users can perform a uniqueness check on each module by means of the "Find Duplicates” button when creating new records. Define the set of fields to be matched and then click on Save Mapping. At this point, whenever you attempt to edit an existing record or...

The Mass Edit function is useful for rapid updating of fields in one or more selected records. For example, if you create a customised field in Leads and you want to edit it across multiple names, this can be done without having to update the individual record...

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 una...

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 Classify an event as Publ...

You have two ways to edit or duplicate an event:  BY DRAGGING If you drag an event to a different hour or day a pop-up appears. In this pop-up you can choose 3 actions: MOVE: moves the event into the new position (day and hour)- SHIFT + MOUSE DUPLICATE: duplic...

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 events...

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 Reminder Interval Frequenc...

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 ex...