Chatter: follow records, log notes and send messages

Every quotation, order, invoice, task or contact in Viindoo has a chatter: a panel next to or below the form where you follow the record, write internal notes with Log note and email customers or vendors with Send message. Everything written there, including replies by email, stays on the record, so anyone who opens it sees the whole history.

Who	Any internal user who can open the record.
App	All apps whose forms show the chatter (Sales, Purchase, Inventory, Accounting, Project, Contacts and more)

Before you start

• Have a Viindoo database: see How to sign up and create your Viindoo instance.

• To send emails, your user must have an email address and the database must be able to send email: see How to connect Viindoo to your own mail servers.

Where is the chatter?

The chatter’s position depends on the width of your screen. On wide screens (about 1400 px and more) it is shown to the right of the form; on smaller screens or a narrow browser window it is shown below the form. There is no setting to change it.

How do I follow a record?

Followers are notified of new messages on the record.

1. Open the record and click Follow at the top of the chatter. The button changes to Following. To stop, hover over it and click Unfollow.

How do I add other people as followers?

1. Click the followers icon to the left of Follow (it shows the number of followers), then click Add Followers.

2. Fill in the Add followers to this document window (see the table below) and click Add and close.

3. To check the list, click the followers icon again. Click Remove this follower next to a name to remove that person, or Edit subscription to choose which events notify them.

Field	What it does
Recipients	The contacts to add as followers.
Notify Recipients	Off by default. Turn it on to email the new followers that they now follow the record.
Extra Comments	A message added to that email. Shown only when Notify Recipients is on.

How do I write an internal note or mention a colleague?

Log note is for your team only: it is never emailed to customers or vendors.

1. In the chatter, click Log note, type your note and click Log. To notify a colleague, type @ followed by their name and pick them from the list.

2. For a longer note with formatting or attachments, click the Full composer icon in the composer to open the full-size editor.

The mentioned colleague gets a notification in Viindoo, or an email if they chose to receive notifications by email.

How do I email a customer or vendor from a record?

Send message emails the followers of the record, for example the customer on a quotation. Their replies by email come back into the same chatter.

1. In the chatter, click Send message, then click the Full composer icon to open the full-size window.

2. Check the recipients and subject, write the message (see the table below) and click Send.

Field	What it does
To	Who receives the email. By default, all followers of the record. Click the field to add another contact.
Subject	The email subject.
Paperclip icon	Attach files to the email.
Three-dot button in the footer	Templates: Insert Template loads a saved template, Save as Template saves the current subject and body for reuse, Delete Template removes one. See How to create and edit email templates.

What should I see after sending?

The chatter shows messages you send in a green bubble, messages from other people in a blue bubble, and internal notes without a bubble. Replies from customers, vendors and colleagues are added to the same chatter.

Common errors

Problem	What to do
Unable to send message, please configure the sender’s email address.	Your user has no email address. Add it in your avatar menu, Preferences (or My Profile when Employees is installed), or ask the Administrator.
The customer did not receive the email.	Check that the customer is in To and has an email address, and that outgoing email is set up: see How to connect Viindoo to your own mail servers.
A colleague did not see your note.	Mention them with @. By default, followers are not notified of internal notes, only the people you mention.

Next steps

• How to create and edit email templates: prepare email templates to reuse in Send message.

• Effective Communication with Viindoo Discuss: chat in channels instead of on a record.