by Petr Vevera | Mar 11, 2019 | Manual
Statuses Any type of record, Documents, Jobs, Tasks, Invoices…, in Teamogy can have its own set of statuses, which help you to easily see the actual record progress. Statuses can be assigned manually or they are driven by an automatic approval procedure (depending on...
by Petr Vevera | Mar 11, 2019 | Manual
Categories Categories help you to sort your records in Teamogy. In the system default settings, there are few predefined categories, which can be easily changed /expanded for every type of record in Teamogy. If you want to choose category, check the GIF below. This...
by Petr Vevera | Mar 11, 2019 | Manual
New Contract 1. In the left navigation menu, select unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose Contract. 5. Complete all details. Mandatory fields are red underlined (can be different by company’s settings). 6....
by Petr Vevera | Mar 8, 2019 | Manual
New Meeting Report 1. In the left navigation menu, select unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose Meeting report. 5. Complete all details. Mandatory fields are red underlined (can be different by company’s...
by Petr Vevera | Mar 8, 2019 | Manual
New Purchase Order 1. In the left navigation menu, select unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose new Purchase order. 5. Complete all details. Mandatory fields are red underlined (can be different by company’s...
by Petr Vevera | Mar 8, 2019 | Manual
New Sales Quotation 1. In the left navigation menu, select Unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose Sales Quotation. 5. Complete header details. Mandatory fields are red underlined (can be different from the...
