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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 ,.t...

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 ha...

The main purpose of a CRM system is management of customer relationships, in regard to which communication tools take on a role of critical importance. vtenext offers different kinds of tools to manage communication towards customers (existing or potential) an...

To activate the transmission of emails from CRM, fill in the SMTP server data in Settings > Mail server > Simple Mail Transfer Protocol (SMTP). Account choose the server type from among the ones on the list; if your mail server type is not included choose CUST...

The vtenext Messages module uses the IMAP email account. You can work on emails through vtenext as if you were working on the server, namely without any downloading of emails to a folder. Any operations that you do in the messages module will be carried out di...

To proceed with the email configuration you need to open the module Messages:  First of all you need to click the "Configure" button (only the first time). Once you have set the SMTP server (see above), the IMAP server can be set up here or directly from the M...

The Centralized Signature makes it possible to set a default signature, identical for all crm users, with the same graphic layout and characteristics. Go to SETTINGS > OTHER SETTINGS > COMPANY DETAILS and scroll down to the bottom of the page to find the "Sign...

There are three equivalent options to send an email, e.g. to a contact: 1. clicking on the email address shown in the record or in any vtenext page; 2. clicking on the icon in the light blue toolbar, selecting Write 3. from the Messages module interface, click...

Compose a new email. Download emails from the email server Messages module settings (user's personal settings) Mark message as read/unread Mark message as important Move email to another folder Mark as spam (the email is moved to the Spam Folder) Delete email ...

To share an email with another user, simply open a conversation on the email concerned. The “Conversations” tool (see specific chapter) is located at the bottom of the page, under the body of the email. Emails shared by means of a Conversation are flagged with...

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 the secondary account e...

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. The...

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 screen ...

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 summary e...

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 UPDATE to...