Miscellaneous

• Users & Companies
  • Manage users
    • Add individual users
    • Deactivate users
    • Passwords management
      • Reset passwords
        • Enable password resets from login page
        • Send reset instructions to users
      • Change users’ passwords
    • Multi Companies
  • Change language
    • Load your desired language
    • Change your language
    • Change another user’s language
  • Access Rights
    • Groups
  • Companies
    • Manage companies and records
    • Employees’ access
    • Documents’ format
    • Inter-Company Transactions
  • Portal access
    • Provide portal access to customers
• Authentication
  • Google Sign-In Authentication
    • Configuration
      • Google API Dashboard
        • OAuth consent screen
        • Credentials
      • Google Authentication on Flectra
        • Retrieve the Client ID
        • Flectra activation
    • Log in to Flectra with Google
  • OAuth
  • Sign in with LDAP
  • Two-factor Authentication
    • Requirements
    • Setting up two-factor authentication
    • Logging in
• Apps and modules
  • Install apps and modules
  • Upgrade apps and modules
  • Uninstall apps and modules
• Export and import data
  • Export data from Flectra
  • Import data into Flectra
    • How to start
    • How to adapt the template
    • How to import from another application
    • I cannot find the field I want to map my column to
    • Where can I change the date import format?
    • Can I import numbers with currency sign (e.g.: $32.00)?
    • What can I do when the Import preview table isn’t displayed correctly?
    • How can I change the CSV file format options when saving in my spreadsheet application?
    • What’s the difference between Database ID and External ID?
    • What can I do if I have multiple matches for a field?
    • How can I import a many2many relationship field (e.g. a customer that has multiple tags)?
    • How can I import a one2many relationship (e.g. several Order Lines of a Sales Order)?
    • Can I import several times the same record?
    • What happens if I do not provide a value for a specific field?
    • How to export/import different tables from an SQL application to Flectra?
  • How to adapt an import template
  • How to customize the file
  • Why an “ID” column
  • How to import relation fields
• Search and filter records
  • Preconfigured filters
  • Custom filters
  • Search for values
  • Group records
• Reporting
  • Selecting a view
    • Graph view
    • Pivot view
  • Choosing measures
  • Using the pivot view
  • Using the graph view
• Email Communication
  • Send and receive emails in Flectra with an email server
    • Flectra Online or Flectra.sh users
    • Scope of this documentation
    • Manage outbound messages
      • Use an Office 365 server
      • Use a G Suite server
      • Restriction
      • Use a default “From” email address
    • Manage inbound messages
    • Utilizing the From Filter on an outgoing email server
    • Set up different dedicated servers for transactional and mass mails
  • Send an email with Flectra
    • Use an email domain in Flectra
    • Be SPF compliant
    • Enable DKIM
    • Check the DMARC policy
    • SPF, DKIM & DMARC documentation of common providers
    • Use a default email address
  • Email Templates
    • Defining a default reply to on your mail template
    • Transactional emails and corresponding URL for each company
      • Updating translations within email templates
  • FAQ
    • Outgoing emails
      • What do you have to check if your email is not sent?
        • Common error messages
          • You reached your daily limit:
          • SMTP Error
          • No Error
          • Why is my email sent late?
    • Incoming emails
      • Emails are not received
      • Get help from support
• Calendars
  • Synchronize Outlook Calendar with Flectra
    • Register the application with Microsoft Azure
    • Configuration in Flectra
    • Sync with Outlook
      • Sync Flectra Calendar and Outlook
  • Synchronize Google Calendar with Flectra
    • Setup in Google
      • Enable Google Calendar API
      • Create credentials
      • Client ID & Client Secret
    • Setup in Flectra
• Digest Emails
  • Customize Your Flectra Periodic Digest
  • Custom digest emails
    • Custom KPIs with Studio
      • Computed values reference table
• In-App Purchase (IAP)
  • Buying Credits
  • IAP accounts
  • Get notified when credits are low
  • IAP services available
  • Offering my own services
• Developer Mode (debug mode)
  • Activate through the Settings
  • Activate through the browser extension
  • Activate through the URL
  • Locate the developer mode tools