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vtenext supports management of all customer-related flows, from acquisition to assistance, allowing also intelligent internal/external communication. Customer activities and communications are stored and available for consultation: vtenext centralises all info...

Customer Acquisition & Sales Automated acquisition of potential accounts via contact webform; Lists allocation to sales personnel concerned; Management of corporate hierarchies, partners, etc.; Shared calendar to plan customer actions; Sales negotiations ...

Customer acquisition cycle Acquired customer cycle Assistance cycle Purchasing cycle (vendors)  

The images and functions of vtenext shown in this manual may be subject to minor changes with the release of updates and described according to the version and the current graphic theme. Screenshots may vary (colours, icons) depending on the configuration.

USER PREFERENCES New language packs Four new language packs can be selected from the user preferences: French, Russian, Polish and Spanish. New NEXT design theme available In addition to the SOFTED theme, the NEXT theme can be selected from user preferen...

The update to version 18.05 provides for the addition of the section relating to the functionality for correct management of the GDPR directive. All the features and innovations introduced are described in chapter n.7 and n. 18.3.3 of this manual.  

NEW INTEGRABILITY vtenext becomes more and more a platform able to bidirectionally communicate and connect with the other solutions  adopted. This is a relevant feature to allow the spread of the CRM logic and processes in all the areas of the organization. ...

Automatic updates from the interfaceThis makes it easier to keep the system constantly updated so new functions can be released more frequently, with milestones for any technical constraints (e.g.: PHP Version) Addition of BPMN engine1. Deadlines Management: ...

BPMN engine improvements 1. Process History in detailview. In addition to the tab “Process graph” the user can find the additional tab “Process History” were can read in detail the execution of the process and it is possible to view which user performed a cer...

General improvements 1. European national holidays support on Calendars. 2. Improved centralized audit trial and activities export. Audit Trails view, located in settings 3. Centralized email Signature with possibility to differentiate it according to th...

Project management in vtenext is organised over four modules: Job Orders Projects Project Tasks Project Milestones Tickets (cross-area use of the HelpDesk module)

From vtenext 20.04 the new module Job Orders is now available. The module is linked to the Project Plans one. In this way more than one project plan can related to the same Job Order. Job Order detail Project Plan detail with related Job Order N.B.: it ...

To create a new project, access the module and press the button Key fields: Related to Link to the customers’ registry (Accounts/Contacts) present in vtenext, if the project relates to the customer. If it is an internal project, it can be left...

Operations comprise the internal phases of the planning that, once completed, lead to the conclusion of the project. The user assignee of the operation will be able to update the state of progress of the activity through the Progress and Hours spent fields....

Project Milestones represent the end points of planning steps. In the graph they are represented by a dot on the indicated day. It is also possible to change the colour of the bars in the graph in SETTINGS > LISTVIEW COLOURS. By selecting the Project Tas...

A further level of detail, under Project Tasks, relates to tickets.To use tickets as project activities, it is a good idea to categorise them in order to distinguish them from tickets relating to assistance (you just need to use the Category field). Warning: ...

Manages and displays the system logs of file or database type for modules:

Through this menu you can modify the sequence and the coding of the prefix of each entity present in the CRM. Once the two variables have been modified, we can update the missing records (i.e. without protocol) using the APPLY button. N.B. Once the prefix of ...

You can define further settings within vtenext: Template email Webforms Webform with GDPR fields Customer Portal How to enable the Customer portal Customer Portal interface GDPR module settings Account Details Server SoftPhone Settings Requirements...

As for the newsletter module, the admin user will be able to access to the email template editor. An email template can be used for messages or for newsletter and can be saved in a public or private folder. Within the template the variables can be added.