vteddy Wiki

Business webmail modular application with mobile client

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Interface

User interface and common application options

Desktop is the first page you see after login. It could show summaries, abstracts, lists and graphs of the most relevant system information (among the ones available to the user). You can choose what you prefer to see in this page (through the user preferences) and in which order (just drag & drop).

To enable or disable a default block, click on the wrench icon and then jump to Desktop Components. To add a new block, click on “+ icon” and choose what you want to add. Then follow the procedure.

desktop

You can browse vteddy through two different task bars, brown and light brown, placed on the top of the page. From the brown taskbar you can access to all the vteddy modules (listed also under the labels Areas and Modules).

A module is like a container of a specific kind of information. For example: Organizations, Documents, Products, etc. If you login as the Administrator user, you can customize the application settings.

On the right side of the brown bar, you could find your user avatar icon. Click on it to:

Access at your user preferences (Preferences)
Logout from vteddy (Sign out).

If you are logged as Administrator, near your user avatar icon, you can find the link to the System Setting page (it's the gear icon).

On the light brown taskbar, you can find the function icons; some are fixed, some are related to module you are in.

Fixed function icons lead to:

Last Viewed: a list of vteddy records that you have visited recently; to access a record again, select the record link.
Events: a popup window that will provide a compact calendar view and a list of your imminent events.
Note: an useful annotation tool; you can find here both generic notes and specific notes that are related to records.
Tracking: a list of Active or paused trackings; you can enable the tracking from every module that allows it.
Messages: shortcut to Messages module.
To dos: a list of your pending tasks to do.
Talks: a chatting system to manage the internal communication; click here to read conversations or start a new one.
Notifications: a popup window that will show a list of notification linked to you.
Quick Create: a shortcut for fast creation of system record.

Viewing and managing record information

The structure of vteddy is based on modules, which are related each other. There are three main types of view in every module:

The List View. It shows the list of records that the module contains. The List View displays links to individual records in a table format. The List View also displays other relevant information. For example in Organizations list you could have the name, web address, phone number, etc. You can change the default view by adding or removing columns depending on the information that you want to view (see Filters section below). Reports and Documents modules (as default) have a folder view, but through the List button you can switch to list view.
Actions available from this type of view:
- Delete: Delete one or more (selected) records
- Mass Edit: Make mass editing on selected records
- E-mail: Send mass-mail to selected records
- Select all: Select all the records in the module or in the applied filter
- Filter: Define specific view conditions (see below)
- Assigned to: Quick filter based on record assigned users

listview

The Detail View. The Detail View shows all the information inside a specific record. To access to it, just click on the record from the previous list view. For example: in the Organizations module you can access to the detail view of a record just clicking on the name; they appear with a brown link style.

detailview

The Edit View. The Edit View enables you to update existing information and add more details if needed. To access a record in editing mode, you have to click a record name in a module’s List View and click Edit in the record’s Detail View to edit the record. Now you can input the required information and then click Save. Click Cancel, instead, to exit the Edit View without saving your changes.

In the Detail View of a record, on the top-right near the Edit button, you can find also:

Link: to link the record with other system records
Other: to perform other record actions, according to the module where you are in.

Within the record, all the information are splitted in two parts: Fields and Links to other modules (Lift menu, see above).

Global search

Through this tool, placed on the right of the light brown menu bar, you can search a word within all modules. Write the word and click the hand lens (or Enter on the keyboard). If you prefer to limit the search only within some modules, select the correct label in the popup window. Alternatively, you can search the entire system or on the web (there are the possibility to choose on which search engine to perform the search).

globalsearch

The result will be showed in a new browser tab.

Note: The character % can be used as a “jolly”. For example, if you want to search two organization like "Rossetti" and "Rossotti" you can enter "Ros%ti".

Search in a module

Another Search tool (you can find it inside every module, in List View mode, on the right side) allows to search anything within the module itself. Write the word and click on the hand lens (or press Enter on keyboard).

The search works:

for the fields displayed by the filter (List View table header)
for the records listed in the filter (see Filters section below)

To search within fields that are not in the filter, click on Advanced Search.

The Advanced Search allows you to:

Choose any field of the module
Specify multiple search conditions and relate them with “and” (to include; choose Match All of the following) or with “or” (to exclude; choose Match Any of the following).

The search works always for the data of the applied filter.

Filters

Filters make easy to search and find any vteddy content. Define a list means create a tool that you can use every time you are looking for a specific data. Through the lists, you can also define the access privileges of each user: for example, to see only a specific list of contacts.

Steps for create a filter:

Within a module, create a new filter from the options on top right.
Set as Default if you want to apply the filter automatically every time you access the module.
List in Metrics: you can modify the list from Key Metrics in the home page.
Set as public if you want make the filter public (but before has to be approved by the administrator user).
Select a Column: select a Date type field to make a selection based on time
Select Duration: you can define the period of time for the previous field
Starting/ending Date: automatic (based on the previous option) but editable
Initially order result on: define a field in ascending or descending order

In the section Advanced Filters it’s possible to define the selection criteria on different type of fields (number, free text, etc).

Note on operators:

equals: makes a character-character control; the value must be the same of the term of comparison contained in the filter; it’s case sensitive, it recognize capital and small letters.
contains: less restrictive then “equal”; the value must be the same text of the term of comparison, but it does not recognize capital and small letters.

In the tab Filters based on Report you can extend the filter functions through a report. Through this function, you can relate to the filter: selection conditions set through the report or columns selected in the report. To explore the Reports module features, please refer to the specific page.

The Lift menu is displayed in the detail view of a record. It allows you to move quickly between the related module and data.

If you click on a relation, the linked panel opens on the bottom of the page. From that panel it’s possible to create a new related item or to link an available one. The panel also contains the previously linked items (the number of linked items is reported on the right, near the name of the relation, in the lift menu).