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Basics
Operating Vertec
Working with Vertec
Basic settings
CRM
Address basics
Managing activities
Managing documents
Email automation
Folders and how to use them
Additional features CRM
Sales
Opportunities
Quotes
Additional features Sales
Resource Planning
Resource Planning
Additional features Resource Planning
Services & Expenses
Services and expenses
Service types / expense types
Vertec Phone App
Additional features Services and expenses
Project and Case Management
Projects / cases
Phases / subprojects
Additional features Project Management
Procurement & Purchases
Creditors
Outlays
Additional features Procurement & Purchases
Invoicing
Invoicing in Vertec
Accounting
Downpayments
Additional features Invoicing
HR
Users
Authentication
User groups / User rights
Standard hours / Absences
Additional features HR
Controlling & BI
Business Intelligence
Query BI data
AI Know-how Management
Vertec AI Chatbot
Customizing
List settings
Vertec extensions
Additional features
Additional fields and classes
Link types
Keys and tags
OCL
Scripts
SQL
Customizing the user interface
Scheduling / Parameters
Config Sets
Vertec Add-ons
Technology
Performance optimization
Data model
Vertec Cloud Server
On-Premises installation and update
Troubleshooting / Logging
Knowledge Base
CRM
Folders and how to use them
Folders and how to use them
Map your work structures, categorize content and create evaluations in Vertec using folders
Folders
Folders as keywords
Query folder
Expression folder
SQL folder
Folder contents with separate list per type
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