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...
by Naďa Šolcová | Aug 2, 2021 | Manual
Time Records – Reports Time records – Reports enablee you to see how many hours should be reported and how many hours are already reported. It gives you a perfect overview if someone didn’t report his/her time or reported many hours above the normal limit,...
by Naďa Šolcová | Jul 15, 2021 | Manual
Bulk Changes In Teamogy You have an option of bulk changes in Jobs/ Tasks/ Client Overheads/ Internal Overheads. You can mark the data and change their fields. In Jobs, you can change the field – Owner, Participants, Start date, End date, Status or Binder. In...
