Full-text search and indexing
Quickly search emails and documents stored in Vertec
How this feature creates benefits
Full-text search enables efficient retrieval of relevant information in Vertec. It ensures fast search, reduces search effort and also includes external content such as emails, their attachments and documents in the search process.
Full-text search has been available since Vertec version 6.8. Indexing runs automatically in the background and ensures that search results are available quickly and reliably, so you have all the information you are looking for fast on hand.
- Search emails, attachments and documents in addition to Vertec texts
- Automatic indexing of changes for always up-to-current search results
- Rights-based results for security and transparency
How it works
- Initial indexing when Vertec is started and automatic indexing when files are changed, deleted or created
- No additional configuration in the Vertec Cloud App and the Web App required
- Weekly, automatic re-indexing by Vertec with option for individual configuration by admin
- User rights are considered: Content for which a user does not have access rights will not appear in search results. Access rights for documents and emails are also checked accordingly
Knowledge Base Articles
Prerequisites
Module “Services & CRM”
Related features
Frequently asked questions
What ERP features does Vertec offer?
From service and expense recording to post-calculation, costing and controlling: With Vertec you are optimally positioned as a project- or mandate-oriented service company. With the Business Intelligence module, you can even visualize data directly in the Vertec interface.
A complete overview can be found in the overview of features.
Can I save documents per customer and project and open them in Vertec?
All generated documents are automatically saved to the defined location. External documents can be easily linked and saved in Vertec. You assign them directly to a project or a contact, and then Vertec copies the documents to the location. After that, you can open the documents in Vertec at any time.
What options for storing documents does Vertec offer?
Documents created in Vertec, such as invoices or offers, can be saved as a PDF, Word, Excel or CSV file. If required, you can also set up other file formats.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
