by Petr Vevera | Jan 22, 2020 | Setup Category
Import Companies We need tools to do the agenda more faster. Import is one of these tools. Clients often have many contacts, which they want to enter into the Teamogy. You can import it as one big part. You just need to follow these steps to do it successfully: 1....
by Petr Vevera | Jan 22, 2020 | Setup Category
Numbering sequence setup Change the numbering in the system. 1. Unroll Configuration. 2. Click on Register. 3. Into the breadcrumb Main key, type NUMBERING and choose NUMBERING. 4. Open the SHARED register of numbering, which you would like to...
by Petr Vevera | Jan 22, 2020 | Setup Category
Adding users into Groups If you would like to set the rights in the system, you have to add the user in to the group. 1. Unroll Configuration. 2. Click on Groups. 3. Open the Group, where you would like to add the user. 4. There you can add Groups or Users. 5. Press...
by Petr Vevera | Jan 16, 2020 | Setup Category
Job category activation Some Teamogy functionality needs activation. The job items belong to this group. So see this simple tutorial on how to activate Job category. 1. In the left navigation menu, unroll Configuration. 2. Click on Register. 3. Into the Breadcrumb...
by Petr Vevera | Jan 16, 2020 | Setup Category
Job items activation Some Teamogy functionality needs activation. The job items belong to this group. So see this simple tutorial on how to activate Job items. 1. In the left navigation menu, unroll Configuration. 2. Click on Register. 3. Into the Breadcrumb Sub-key...
by Petr Vevera | Jan 16, 2020 | Setup Category
Binder activation Some Teamogy functionality needs activation. The Binders belong to this group. So see this simple tutorial on how to activate Binder. 1. In the left navigation menu, unroll Configuration. 2. Click on Register. 3. Into the Breadcrumb Sub-key type...
