Getting Started

• System Settings
  • Steps to create Viindoo Instance
    • Register a new user account
    • Instance initialization
      • Access the Instance creation view from the Pricing page
      • Access the Instance creation view from My Account page
      • Deploy the Instance
  • Concepts, terms and objects used in Viindoo Instance
    • Definition and terms
      • Module and Application
      • Menu
        • Main menu
        • Sub-menu
      • Record and Field
    • Objects in Viindoo
      • Administrator account
      • User account
      • Contacts
      • Employees
  • Setting Apps and Modules
    • Install apps and modules
    • Upgrade apps and modules
    • Uninstall apps and modules
  • Installing & Using multilingual guidelines
    • Activate languages
    • Update translations for a language
    • Change language for a personal account
    • Change language for other user’s account
  • How to set Mail server for Sending/Receiving emails in Viindoo
    • How to set up outgoing mail servers
    • How to set up incoming mail servers
  • Activating Developer Mode (debug mode)
    • Activation via Settings
    • Activation via URL
• Manage Companies
  • Setting up for company and multi-company
    • Company information settings
    • Multi-companies settings
• Manage Users
  • User account setting and management
    • Create new user accounts with Viindoo
    • Granting access rights to internal user
      • Granting App access rights
      • Advance access rights settings
    • Send an Invitation Email
    • Change password and login a user account
    • Link with a user account
      • Link with contact
      • Link with employee
  • Advance Access setting up for User account
    • Manage Access rights group
    • Add users into an access right group
  • User account privacy setting
    • Access to your Profile
    • Set up the information in your profile
      • Set up system notification
      • Set up Chatter Position
      • Select the Language
      • Choose your Timezone
      • Set up an email signature
      • Change password
• Products
  • Managing Product Categories
    • Introduction
    • Instructions on product categories configuration
  • Steps to create a new product
    • Comprehensive information on products
    • Basic information about the product
    • General Information tab in the product detail
    • Sales tab in detail products
    • Purchase tab in detail products
    • Inventory tab in detail products
    • Accounting tab in detail products
  • Using Product variants in Viindoo
    • Enable Product variants feature
    • Product Attributes configuration
    • Product variants configuration
    • Price configuration for product variant
    • How to use product variants
• Guiding to Import and Export Data
  • Export data from Viindoo System
    • Why exporting data matters
    • How to export data
  • Import data into Viindoo Software
    • When should you import data to Viindoo Software?
    • Data Preparation
      • Using the available template on the Viindoo Software
      • Viindoo interface of exporting a template
    • Adjust an import template
      • Import data in text format (document)
      • Data imported in number format
      • Data in dates format
      • Method of importing data to the relations fields
        • What is External ID? Why should use an External ID?
    • Import data
• Views and Reports
  • Views in Viindoo Software
    • Supported view types
    • Where will you see these views?
    • Details of view types
      • List view
      • Kanban view
      • Calendar view
      • Pivot table view
      • Graph view
      • Activity view
      • Cohort view
      • Map view
      • Dashboard view
      • Gantt Chart view
      • Organization chart view
• Filter, Groups and Search use cases
  • Search, Groups and Filter features in Viindoo software
    • Searching Menu
    • Searching and Filtering the record
  • Groups feature in Viindoo
  • Save Filters and Groups in Viindoo
• Communication and Collaboration in Viindoo
  • Choose Chatter position
  • Follow the document
  • Log note
  • Send message
• How to configure Email Templates in Viindoo
  • General Information
  • Content Tab
    • Create the content of email templates
    • Create the translation for content
  • Tab Email Configuration
  • Advanced Settings Tab
  • Dynamic Placeholder Generator Tab
• External Apps Integration
  • Integrating with Google Drive and Google Spreadsheet
    • Configuration
    • Steps to use the Google Drive integration feature in Viindoo
    • Steps to use the Google Spreadsheet integration feature in Viindoo