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Date Format
The "Date Format" field defines how dates will be represented in the exported CSV file. The system offers five distinct formats to adapt to different geographical needs and software compatibility requirements. The "d-m-Y" (day-month-year) format standardize...
Numeric Precision
The "Decimal Numbers" field controls the numeric precision of all decimal values in the exported CSV file. The system offers five precision levels, from 1 to 5 decimal places: Two decimal places represent the ideal compromise for most business CSV exports, ...
Write Mode
The "Write Mode" field determines system behavior when a CSV file with the same name already exists in the destination folder. The system offers two distinct approaches: Overwrite: represents the complete replacement approach. Advantages:...
Text Delimiter
The "Text Delimiter" field defines the character used to enclose text fields in the CSV file, ensuring correct data interpretation even when they contain special characters. The system offers three main options: Double Quotes (") - Recomme...
Separation Configurations
Separation Configurations This section controls the characters used to structure and organize data in the CSV file, defining how fields, rows, and multiple values are separated. "Field Separator": defines the character that divides columns in the CSV file:...
Output File/Folder Management
This section defines settings for output file management, including destination, notifications, and naming of the final CSV file. Export Folder: displays the destination path where CSV files will be saved: Base path: storage/CSVExporter/ Structure: ...
Mapping - Introduction
The third step defines the correspondence between VTE module fields and the columns that will appear in the final CSV file. This phase is crucial for determining which information will be exported and how it will be structured. The mapping interface is orga...
Mapping Types
The system supports different mapping types to adapt to specific needs: Dynamic Fields Dynamic fields represent real data extracted from the database: Example: "Subject" → "subject" Function: Transfers the actual field value from the VTE record Customiza...
Mapping Management
Field mapping is handled through: Field Selection: Active checkbox: Field is included in the export Inactive checkbox: Field is excluded from the export Granular control: Ability to select only necessary fields Column Name Customization Direct ed...
Dynamic Mapping Field Management
The system offers the ability to dynamically expand the configuration through the "+ ADD FIELD" button, which represents a fundamental tool for advanced export customization. When this button is clicked, the system immediately adds a new blank mapping row at t...
Product Block Activation
The fourth step of the wizard is activated exclusively when the "Product Block" field has been selected in field mapping (Step 3). This step represents a specialized configuration that handles the complexity of product data, requiring additional settings to de...
Advanced Product Block Configuration
The screen maintains the same mapping structure as Step 3, but focuses exclusively on product-related fields. The system presents all available fields for products of the selected module, allowing targeted selection of information to export. The interface a...
Configuration Finalization
The fifth and final step of the wizard concludes the module configuration process. In this phase, the system confirms that all settings have been saved correctly and provides options to return to operational management. In this phase, the system has completed...
Cos'è TeamsPhone Plugin
TeamsPhone Plugin è un plugin nativo per vtenext che integra il sistema di telefonia Microsoft Teams con il CRM. Quando arriva una chiamata, il plugin riconosce automaticamente il numero del chiamante e mostra all'operatore le informazioni corrispondenti già p...
Come Funziona
Il funzionamento di TeamsPhone Plugin si articola in tre fasi automatiche: Notifica della chiamata: quando arriva una chiamata, non è TeamsPhone Plugin a intercettarla, ma è Microsoft Teams stesso a inviare proattivamente la notifica al CRM tramite una policy ...
Vantaggi
TeamsPhone Plugin trasforma il momento della chiamata da un'interruzione imprevista a un'interazione preparata, mettendo subito a disposizione dell'operatore tutte le informazioni e le azioni utili senza alcuno sforzo manuale. Riconoscimento immediato del chia...
Il Connettore Teams
Una volta installato, TeamsPhone Plugin mette a disposizione dell'amministratore una schermata di configurazione dedicata, chiamata Connettore Teams. È da qui che si gestiscono tutti gli aspetti tecnici necessari al funzionamento del plugin, prima ancora che g...
Dettaglio Pagina Connettore Teams
Cosa si può fare da questa schermata Il Connettore Teams raccoglie in un'unica pagina due configurazioni distinte, entrambe indispensabili per il corretto funzionamento di TeamsPhone Plugin: Attivazione e gestione della licenza, necessaria per abilitare il plu...