O Pulpicie finansowym
Pulpit finansowy to miejsce, które zapewnia wyraźny obraz całej agencji. Zawiera wykresy z kluczowymi wskaźnikami – ogólną ewolucję przychodów i kosztów agencji, zgodnie z aspektami finansowymi i jobu, różne poglądy na rentowność i wydajność klienta oraz raport VAT.
Wszystkie wykresy mają opcję wyboru zakresu dat, a dodatkowo raporty klientów mają również opcję monitorowania klientów najlepiej i najgorzej ocenianych.
Collaborative mode
Collaborative modeCollaborative mode allows you to smoothly edit the Document by multiple users at the same time. It improves team collaboration in Teamogy. If the user is currently editing the Document, it will be locked for other users to edit. However other users...
Teamogy Chat
Teamogy ChatChat in Teamogy is a really useful tool for communication of the entire team in the system. You can use a One to One message between two users or create Rooms between two and more users. You can use chat to write a message, send an attachment, picture or...
Version 3.4
What is new in 3.4 Teamogy version?
Teamogy Chat, Teamogy Meet and Collaborative mode
Stopwatch
Stopwatch Stopwatch is an useful tool that helps you to track your time. Choose to the specific Job, Task, Client overhead or Internal overhead for which you would like to start the stopwatch. Click on the Stopwatch icon and the system will start tracking your...
Clone And Pair
Clone And PairCloning and Pairing Sales Quotation in Teamogy is a useful method that will fast up your work. This method allows you to clone an existing Sales Quotation and pair into the new/another Job. 1. Open with double-click the selected Sales Quotation that you...
Cancel or Revoke cancelling
Cancel or Revoke cancellingYou can cancel Invoices, Sales Quotations, Orders and Absences or revoke cancelling by the button that is next to the SAVE and PROCESS button.Cancel 1. Choose Invoice, Sales Quotation, Order or Absence that you want to cancel. 2. Click on...
How To Clone in Teamogy
How To Clone in TeamogyCloning in Teamogy is a quick and easy way how to create the same Document (Job, Invoice etc.) from existing one. In every element of Teamogy you could use CLONE button. This manual will show you How To Clone a Document. But you could apply this...
Cancelling Process
Cancelling ProcessIf you have set up the process to your system, there is option to Cancel the process. This feature is available for users with advanced rights. By doing this action you will not cancel the whole document, but only the Process! There is important...
Cancelling Documents
Cancelling DocumentsThe system enables you to Cancel the whole document. Use the button for advanced editing and Cancel the document. If you did it right, then in the proper view you will see that the document is Cancelled and the print overview will be marked with...
Closing remarks on Jobs
Closing remarks on JobsYou can add closing remarks that will be shown in Report. Here you can specify for example: why the specific Job is not profitable. You can add closing remarks in the Job.Go to the Reports and you can see an icon of the closing remarksGet in...
Get in Touch
If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.
