LeadsIn this short manual, we will introduce Leads in Teamogy and explain how they can be used to record and manage potential business contacts before an Opportunity is created.A Lead represents an initial contact or a potential business case that is still at an early...

CalendarIn this short manual, we will introduce the Calendar in Teamogy and explain what information it can display and how you can use it. The Teamogy Calendar brings together events, planned work, absences and ToDos in one place. Each user can choose which types of...

ToDo - Small and Quick Tasks The ToDo feature introduces a new universal tool for assigning small operational tasks across the entire Teamogy system. ToDo items are designed as small and quick tasks that can be: created on any entity in the system, created...

Receiving Invoices from KSeF into TeamogyUnder the mandatory KSeF regime, supplier invoices are delivered and recorded through the government system in a structured format. Invoices are therefore no longer created as email PDF attachments but as standardized data...

Setting Up Communication Between Teamogy and KSeFCertificate Preparation and Required Credentials – KSeFTo configure communication between Teamogy and KSeF, the client must have the following access credentials and certificates prepared in advance: - Private key-...

Programmatic User – a Secure way to Work with the APIProgrammatic User and API AccessExternal system integrations with Teamogy are implemented using the Teamogy API.Access to the API is secured via an API token (API key). Each API token is always associated with a...