Getting Started with Viindoo system

• System Settings
  • How to sign up and create your Viindoo instance
    • How do I sign up on viindoo.com?
    • How do I open the instance creation page?
      • From the Pricing page
      • From My Account
    • How do I deploy the instance?
      • Which instance settings should I choose?
    • Next steps
  • Sign-in with Google Authentication
  • Viindoo basics: modules, apps, menus, records and accounts
    • What is the difference between a module and an application?
    • What are menus and sub-menus?
    • What are records and fields?
    • What is the administrator account?
    • What is a user?
    • What is a contact?
    • What is an employee record?
    • Next steps
  • How to install, upgrade and uninstall apps and modules
    • How do I find an app or a module?
    • How do I install an app or a module?
    • How do I upgrade an installed module?
    • How do I uninstall an app or a module?
    • Common errors
    • Next steps
  • How to add languages and change the interface language
    • How do I add a language?
    • How do I see and manage all languages?
    • How do I update the translations of a language?
    • How do I change the language of a user?
    • Common errors
    • Next steps
  • How to connect Viindoo to your own mail servers
    • How do I set up an outgoing mail server?
      • Which outgoing server fields do I need?
    • How do I set the alias domain?
    • How do I set up an incoming mail server?
      • Which incoming server fields do I need?
    • Common errors
    • Next steps
  • How to keep email threads together and move them
    • When do I need this?
    • Where do I find the email alias of a team or project?
    • How do I keep a conversation between two Viindoo databases in one thread?
    • How do I allow a user to move message threads?
    • How do I move a thread to another record?
    • Common errors
    • Next steps
  • How to turn on developer mode (debug mode)
    • What does developer mode change?
    • How do I turn on developer mode from Settings?
    • How do I turn on developer mode from the URL?
    • How do I turn developer mode off?
    • Common errors
    • Next steps
  • How to create a ticket for Viindoo Support
    • How do I create a ticket?
      • What should I write for an issue?
      • What should I write for a change request?
    • How do I follow my ticket?
    • Common problems
    • Next steps
• Manage Companies
  • How to set up your company and work with several companies
    • How do I set up my company information?
    • How do I add another company?
    • How do I let a user work in several companies?
    • How do I switch between companies?
    • Common errors
    • Next steps
  • How to set up and use branches
    • Branch or separate company?
    • How do I create a branch?
    • How do I give a user access to branches?
    • How do branches work in daily operations?
    • Common errors
    • Next steps
• Manage Users
  • How to create and manage user accounts
    • How do I create a user?
      • Which user type should I choose?
      • What do the preference fields do?
    • How do I grant access rights to an internal user?
    • How does the new user sign in for the first time?
    • How do I change the password of a user?
    • How is a user linked to a contact and an employee?
    • Common errors
    • Next steps
  • How to set user access rights with groups
    • How do I see what a group can do?
      • What do the columns mean?
    • How do I add users to a group?
    • Common errors
    • Next steps
  • How to change your preferences and password
    • How do I open my profile?
    • How do I change my preferences?
    • How do I change my password?
    • Common errors
    • Next steps
• Products in Viindoo system
  • How to create and set up product categories
    • How do I create a product category?
    • Which fields should I set?
    • Common errors
    • Next steps
  • How to create a new product
    • How do I create a product?
    • What do the buttons at the top of the product form show?
    • What should I fill in at the top of the form?
    • What goes in the General Information tab?
    • What goes in the Sales tab?
    • What goes in the Purchase tab?
    • What goes in the Inventory tab?
    • What goes in the Accounting tab?
    • Common errors
    • Next steps
  • How to create and use product variants
    • How do I enable product variants?
    • How do I create an attribute and its values?
      • Which attribute settings should I choose?
    • How do I add variants to a product?
    • How do I set a different price for a variant?
    • How do I use variants in orders and transfers?
    • Common errors
    • Next steps
  • Auto-upload product images from Google
• How to export and import data in Viindoo
  • How do I export records to Excel or CSV?
  • How do I import records from a file?
  • How do I fill in the import file correctly?
    • What is an External ID?
  • How do I update existing records in bulk?
  • Common errors
  • Next steps
• Views and reports: which view should I use?
  • Which views does a menu offer?
  • How do I read records in a list or kanban view?
  • How do I see records on a calendar?
  • How do I analyze data in a pivot table?
  • How do I show data as a chart?
  • How do I see planned activities?
  • Which specialised views exist?
  • How do I put several reports on one screen?
  • Common problems
  • Next steps
• How to search, filter, group and save searches
  • How do I find a menu quickly?
  • How do I search records by a field?
  • How do I use a ready-made filter?
  • How do I create a custom filter?
  • How do I group records?
  • How do I save a search to reuse or share?
  • Common problems
  • Next steps
• Chatter: follow records, log notes and send messages
  • Where is the chatter?
  • How do I follow a record?
  • How do I add other people as followers?
  • How do I write an internal note or mention a colleague?
  • How do I email a customer or vendor from a record?
  • What should I see after sending?
  • Common errors
  • Next steps
• How to create and edit email templates
  • How do I create an email template?
    • Which recipients and options can I set?
  • How do I insert customer or document data (dynamic placeholders)?
  • How do I translate a template?
  • How do I let AI write or rewrite the text?
  • Common problems
  • Next steps
• External Apps Integration
  • How to connect Viindoo to Google Drive
    • How do I create the OAuth client in Google Cloud Console?
    • How do I connect Google Drive in Viindoo?
    • How do I create a document template on Google Drive?
    • How do I use Drive files on a record?
    • Common errors
    • Next steps
  • How to turn on two-factor authentication
    • How do I turn on two-factor authentication?
    • How do I sign in with two-factor authentication?
    • What if I lose my phone?
    • Common errors
    • Next steps