O Finančním boardu
Finanční board je místo, které poskytuje jasný pohled na celou společnost. Obsahuje grafy s klíčovými ukazately – celkový vývoj tržeb a nákladů společnosti dle finančního i zakázkového hlediska, různé pohledy na profitabilitu a efektivitu klientů nebo DPH report.
U všech grafů lze vybrat jejich období, u klientských přehledů je navíc i možnost sledovat nejlépe i nejhůře postavené klienty.
1. Precizní databáze kontaktů
1. Precizní databáze kontaktůJízda s Teamogy začíná. Prvním krokem k ovládnutí systému Teamogy je dostat pod kontrolu stovky a tisíce kontaktů, které každá firma má. Používejte funkce Teamogy tak, aby Vám přinášely co největší užitek. Mohou Vám přinést pořádek do...
New Meeting Category
New Meeting CategoryYou, as intern Teamogy admin, could add more Meeting Category. How to do add more Meeting Category? 1. In the left navigation menu unroll Configuration. 2. Click on Register. 3. Use Breadcrumb Ownership and choose Shared. 4. Use Breadcrumb...
New Document Category
New Document CategoryYou, as intern Teamogy admin, could add more Document Category. How to do add more Document category? 1. In the left navigation menu unroll Configuration. 2. Click on Register. 3. Use Breadcrumb Ownership and choose Shared. 4. Use Breadcrumb...
New Document Types
New Document TypesThese are the most used documents types that are predefined in Teamogy - Basic Document, Sales Quotation, Purchase Order, Contract, Meeting Report and any agency can start using them immediately. However, Teamogy is a very flexible system and adding...
Access Rights
Vat A value-added tax (VAT) is a consumption tax placed on a product or service. We will set up a default VAT rates for you based on your country. VAT rates will be ready for you at the beginning of using Teamogy. We calculate with case you would like to add...
Logo
Logo Every our Client could customize Teamogy. You could also change a logo. How to do it? 1. In the left navigation menu unroll Configuration. 2. Click on Register. 3. Use breadcrumb Main key. 4. Choose LOGO. 5. Now open Logo. In the column Ownership should...
Change VAT
Change VAT A value-added tax (VAT) is a consumption tax placed on a product or service. We will set up a default VAT rates for you based on your country. VAT rates will be ready for you at the beginning of using Teamogy. We calculate with case you would like to add...
Ledger
Reports 1. In the left navigation menu unroll Financial. 2. Click on Reports. Now, you are in the view Reports. It is a overview of profitability the Job. You could compare quoted values with real values. If your Job was non profit, Teamogy will mark these...
PrintEvery element of Teamogy you could Print out. This manual will show how to Print a Document. But you could apply this manual to all elements of Teamogy, which are printable. 1. Find the Document which you would like to Print out. 2. Click on the icon of the...
Onboarding Manager
Onboarding Manager Best practice for smooth onborading and starting to use Teamogy in company is to carefully choose the right person or team who will onboard the entire team. Your Onboarding manager needs to become the Teamogy expert soon. For sure needed is to know...
Ozvěte se nám
Pokud máte stále problémy nebo potřebujete pomoc, neváhejte kontaktovat Teamogy support. Můžete použít online chat (uvnitř Teamogy nebo kdekoli na www.Teamogy.com v dolním pravém rohu) a dostanete rychlou odpověď.