by Naďa Šolcová | Nov 8, 2021 | Manual
Common settings In the section Common Settings, you will find the most common configuration of Teamogy related to the configuration of the system logo, letterhead, as well as fonts and personal name order. Let’s take a closer look: 1. Logo for headed paper 2....
by Naďa Šolcová | Nov 5, 2021 | Manual
How To Change a Job Position of User in Teamogy Once you create a new User, you can mention a job position. Our person Will Funk is at TM (Traffic manager) position in our Company. After the first save, the information about the job position of the user will not show...
by Naďa Šolcová | Oct 13, 2021 | Manual
How To Cancel Any Company You can easily cancel any contact, or brand in every company. 1. Go to the company that you would like to edit the details. 2. Choose the contact and click on the icon – Mark as invalid. 3. Press OK button. 4. Perfect! You have disabled the...
by Naďa Šolcová | Aug 19, 2021 | Manual
How To Create And Edit Contact From Any Document/Job/Invoice You have an option to create and edit Contact straight from the Document, Job or Invoice. How To Create Contact From Any Document/Job/Invoice 1. Create a new Document, Job or Invoice. 2. Click on the field...
by Naďa Šolcová | Aug 16, 2021 | Manual
How To Change The Participant Of The Process You can easily change the participant of Process, that will approve the next step of the Process. You must have the appropriate permissions for these changes. 1. Go to your Document/Financial Document with the Process. 2....
by Naďa Šolcová | Aug 12, 2021 | Manual
New Opportunity 1. In the left navigation menu, select unroll Opportunities. 2. Click on Opportunity statuses (Kanban) or Opportunity list. 3. Click on New Opportunity. 4. Complete all details. Mandatory fields are red underlined (can be different by company’s...
