Getting started · How-to
Use the Help menu: help for this screen, tours and reports
The question-mark button at the top of every screen opens the help for where you are, starts the screen’s tour, opens the help center, and lets you report a problem.
Open the Help menu
Press the question-mark button at the top right of any screen, beside the language and the bell.
Read the help for this screen
“Help for this screen” opens the article about the screen you are on. Each article ends with “Still stuck?”: “Ask a question” sends us your question without leaving the page.
Take a tour
On the dashboard, contacts, deals, tasks, the calendar, bookings and invoices, “Tour of this screen” points at each part of the screen in turn; on Marketplace and Settings › Members it offers the workspace tour. Press “Next” to move on, “Back” to go back, “Skip” to leave and “Finish” at the end.
If you leave a tour halfway without pressing “Skip”, it picks up at the step you reached the next time you start it. An article with a tour has the same button: “Take the tour”, “Resume the tour”, or “Take the tour again” once you have finished it.
Browse or search the help center
“Help center” opens Help center, where you can search every article, start with the “Start here” articles or browse by section. ⌘K finds articles too, under “Help”.
Tell us about a problem
Choose “Report a problem”, say what happened and attach a screenshot if it helps. The report also carries the page you were on, your browser, your plan, the modules switched on and your role — never what is on the page. Our replies arrive in Account settings › My reports, and you get a notice and an email when we answer.
Read next
Find an answer in this help center
Open the help for the screen you are on, search every article, follow links straight to the screens they describe, and start a tour where there is one.
Report a problem or ask us a question
Send the Setvos team a bug, a question, an idea or a billing issue from any screen, add screenshots, and know exactly what is sent with it.
Follow your reports and our replies
See every report you have sent us, where each one stands and what we replied, and answer us in the same conversation.
Find anything with ⌘K
Press ⌘K (Ctrl+K on Windows) on any screen to search your records, jump to a module, find a help article or start a common task without leaving the page.
Attach a screenshot when you report a problem
A picture of the screen usually answers our first question before we ask it, so we can help sooner.
More in Getting started
Open in Setvos
Signed in? This article is also in the Help menu of the app.
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