Productivity

• Discuss
  • Set up and classify the notifications in Viindoo Discuss
  • Effective Communication with Viindoo Discuss
    • Discuss channels
    • Direct messages
    • Other supporting tools
  • Organize an online meeting in Viindoo
    • How to create a new online meeting
      • Create a meeting on the Discuss view
      • Create a meeting from a discuss channel
      • Create a meeting from direct messages
    • How to manage online meetings
      • The features of Online meeting
      • Settings
• Calendar
  • How to install and configure Viindoo Calendar app
    • How to install
    • How to configure
  • How to book a meeting in Viindoo
    • Create meetings from the Calendar app
      • Create meetings from the Calendar view
      • Create meetings from the List view
    • Create meetings on different records
  • Synchronization with Outlook’s Calendar
    • Get Outlook Keys
    • Installation the Outlook Calendar
    • Sync Viindoo Calendar with Outlook Calendar
  • Synchronization with Google’s Calendar
    • Getting Google Key
    • Module installation and set up integration information
    • Synchronize Viindoo Calendar with Google Calendar
• Notes
  • How to use Notes
    • Install Notes Module
    • Notes Configuration
      • Create stages
      • Create Tags
    • Create a Note
    • Other features
• Schedule activities
  • Activity Types Configuration
  • Create a new Schedule activity
  • Manage work efficiently with Schedule activity
• Contact
  • Overview and configuration in Viindoo Contact
    • Installation
    • Access Rights
    • Configuration
      • Settings
      • Contact Tags
      • Contact Titles
      • Industries
      • Countries
      • Fed. States
      • State Groups
      • Country Group
      • Banks
      • Bank Accounts
  • Create a new Contact in Viindoo
    • How to create a new contact in Viindoo
      • The information in a contact
        • Types of contact
        • The information in a contact
          • Information in an individual contact
          • Information in a company contact
          • Other information
      • Add more Contacts & Addresses
      • Geolocation of a contact
    • Integrate the contact with other apps in Viindoo
• Zalo OA
  • Getting Started with Zalo OA
    • What Zalo OA does for Viindoo
    • Key Terminology
    • What’s in the Zalo OA Suite?
    • Which page to read by role?
  • Setup and Operation
    • Configure Zalo OA
      • Why Order Matters
      • Prerequisites
      • Required Setup on Zalo OA Platform
      • Configuration Steps in Viindoo
      • Configure Extension Modules in Settings
      • Success Checkpoint
      • Common Issues and Solutions
      • Scope of This Guide
    • Manage Zalo Partner Links
      • Purpose
      • Typical Deployment Scenario
      • Why This Happens
      • Key Concepts Before Acting
      • Audit Procedure Before Operations
      • Quick Decision Table
      • Success Checkpoint
      • Common Issues and Solutions
    • Monitor and Troubleshoot Zalo
      • Error Categories
      • Check Failed Messages
      • Check OA Token and Webhook
      • Check ZBS Templates
      • View API Logs
      • Pre-Escalation Checklist
      • Related Documentation
  • Customer Conversations
    • Reply to Zalo OA Messages
      • When to use this guide
      • Reply quickly in Discuss
      • Supported content and limits
      • Understanding send status
      • When to switch to ZBS templates
      • Common exceptions
    • Create and Manage ZBS Message Templates (Admin/IT)
      • Step 1 — Understand why ZBS templates must be approved by Zalo first
      • Step 2 — Access the ZBS Template list
      • Step 3 — Create a new template: understand required fields before filling
        • Step 3a — Overview section: fill in basic identifier fields
        • Step 3b — Template Type and Template Tag: decisions that affect approval speed and fees
      • Step 4 — Design template content
      • Step 5 — Configure parameters: the step that determines if messages are sent correctly
      • Step 6 — Submit template to Zalo
      • Step 7 — Monitor approval status from Zalo
      • Step 8 — When Zalo approves: verify team can use it
      • Step 9 — Monitor Template Quality and performance after launch
      • Step 10 — Maintain templates: when to create new, when to archive old
      • Common troubleshooting scenarios
      • Related documentation
    • Send ZBS Message Templates from Sales Orders
      • When to Use This Guide
      • Step 1 — Check Prerequisites Before Sending
      • Step 2 — Open the Send Dialog and Select Recipient
      • Step 3 — Select an Appropriate ZBS Template
      • Step 4 — Check Preview and Send
      • Step 5 — Verify Send Result
      • Handling Common Issues
        • Template Does Not Appear in the Send Dialog
        • Send Fails With Error “Only Approved Templates Can Be Sent”
        • Send Fails: Recipient Lacks Valid Send Information
        • Preview Shows Empty or Incorrect Data
        • Recipient Name Does Not Match the Correct Customer
    • Send Payment Request Messages via Zalo from Invoices
      • When to Use This Guide
      • Quick Flow
      • Step 1 — Check Invoice Before Sending
      • Step 2 — Open the Zalo Send Dialog from the Invoice
      • Step 3 — Select the Payment Request Template
      • Step 4 — Check Preview and Send
      • Step 5 — Verify Send Result
      • Quick Issue Resolution
    • Update Helpdesk Tickets via Zalo
      • Why Send Ticket Updates via Zalo
      • Prerequisites
      • Scenario: Printer Error Ticket from An Phat Packaging Company
      • Step 1 — Receive Request and Confirm Receipt
      • Step 2 — Assign Staff and Notify Assigned Handler
      • Step 3 — Update Progress During Handling
      • Step 4 — Notify Resolution Complete
      • Step 5 — Request Service Rating
      • Track Rating Feedback from Customer
      • View Send History
      • Handling Common Issues
        • Zalo Button Not Visible in Ticket Chatter
        • Helpdesk Templates Not Appearing in the ZBS Template List
        • Preview Shows Empty Fields or Unreplaced Variables Like <assigned_to>
        • Error Message When Clicking Send
        • Recipient Name in Dialog Does Not Match the Ticket Customer
      • Related Resources
    • Create Quotations Directly from Zalo Chat
      • When to Use This Guide
      • Prerequisites
      • How to Create and Send
      • Success Checkpoint
      • Common Issues and Solutions
  • Extend Customer Channels
    • Log In to Portal with Zalo
      • When to Use This Feature
      • Prerequisites
      • Configure Zalo Login for Portal
      • Checkpoint — Verify Zalo Button on Portal
      • Customer First-Time Login Flow
      • Common Issues and Solutions
        • “Login with Zalo” Button Not Appearing
        • Authentication Error When Redirecting Back from Zalo to Portal
        • Customer Logs In but Doesn’t See Old Data
      • Related Documentation
    • Zalo Chat Button on Website
      • Prerequisites
      • Install Module
      • Configure Zalo Chat Button
      • Verify the Result
      • Multi-Website Setup
      • Common Issues
      • Related Documentation