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The process represented above is now described in detail. It is really easy:the process starts every time a new company record is created and its Rating is checked.Depending on that the flow takes two different paths.If the value is set on “Active” a new Po...

Oltre alla possibilità di sincronizzare eventi e compiti tra il calendario di Outlook e quello interno a vtenext, si possono creare nuove entità di vtenext direttamente da Outlook attraverso l’utilizzo di Webservice. Nella schermata di COLLEGA EMAIL, il pulsan...

Which are the benefits? Mapping the processes of your company allows you to: improve the company efficiency; follow the procedures in a standard and univocal way; reduce human errors; reduce execution times; verify the existence of bottlenecks; reduce ...

To crate a process in vtenext the following steps must be followed Click on: 1- Settings 2- Process Manager 3- New The following screen will open, you will have to indicate the name of the process and an eventual description. There are two main choice...

Here below the symbols to create a diagram:

Before seeing in detail the symbols used in vtenext is important to understand some fundamental rules for the graphical design of a process. Here below you can find and easy diagram and in the following slides a description for its configuration in vtenext. I...

  Once the process is graphically designed we work on the interface. Below we can see, step by step, how the configuration is done. In the chart below is reported the process flow for the lead management. At the moment of its creation the  Admin User will d...

Once enabled we run a check, we go to the Lead module and we create a new one. As pictured below, to enter the process is necessary to respect all the conditions. Here it is foregone since the initial condition is the Surname field not to be empty (which is al...

Table field use This type of field allows to have more type of fields in it.It is displayed as a table formed by N columns (depending on the number of fields configured) and N lines (depending on the number of lines the user decides to add). It is useful to s...

  Let’s proceed with the creation of an easy process to manage the renewal of an Asset.When an installation expires the user will switch the Status to “Out of Order”.At this point the process will begin.An eventual renewal will be notified to the user in ch...

  PROCESS ACTIVATION We can test now the process in action. There are no existing renewal and we set the Status field on “Out of Service”. Now the assignee of the record will display a pop up with the chance to add one or more renewals.In this case we a...

Web service integration Using WebServices it is possible to integrate different systems.Using this function it is possible to receive data from external sources.This is made possible by using set API that will give back json values, those will become variable...

Main Process: Potential Management We use the Task Sub Processes to create them, doing so we will simplify the logic behind the main process.In the example below we will draw 2 Sub Processes: 1st Send a summary email to the assignee and creates reminder ...

PROCESS ACTIVATION At this point we completed the configuration of the process and sub processes. Therefore we proceed by checking the proper running of the process.Now we create a new Potential.In this case we set the Sales Status on “Open”.   Once the P...

Introduction  Multi-Company Module is an advanced feature that allows a group of companies to use a single vtenext environment. The module provided to: Have a single customer database for all the companies in the group but with diversified data visibilit...

1. Minimun Hardware requirements: Ram: 2 GB Hard Disk: 20 GB CPU: 2 Ghz dual core 2. Recommended Hardware requirements: Ram: 4 GB Hard Disk: 80 GB CPU: 2 Ghz quad core 3. Recommended Operating System: The recommended operating system for the vtene...

Open Putty and connect to the remote host where you will install VTE via SSH connection. First, you must run the command apt-get update to update the local package with the recent changes in the repository. Then type the command apt-get upgrade to update th...

CRON Configuration Verify that the RunCron.sh file in the cron folder has execute permissions through the command sudo chmod a+x RunCron.sh. Enter the command crontab –e and insert the following line: * * * * * /var/www/html/VTE_FOLDER/cron/RunCron.sh >...

Lo scopo del presente documento è di descrivere le procedure e le modalità di utilizzo operativo del componente aggiuntivo “Magazzini & Listini Avanzati”. Introduzione Il componente aggiuntivo Magazzini & Listini Avanzati permette di estendere le fu...

Come anticipato, il componente aggiuntivo permette di estendere le funzionalità standard di vtenext CRM relativamente alla gestione dei magazzini. La configurazione del componente è molto semplice e prevede di partire dalla creazione di un magazzino. Creazion...