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.
Common settings
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. Logo for...
How To Change a Job Position of User in Teamogy
How To Change a Job Position of User in TeamogyOnce you create a new User, you can mention a job position. Our person Will Funk is at TM (Traffic manager) position in our Company. 2. Fill in details. Mandatory fields are red underlined (can be different by...
How to Cancel Any Company
How To Cancel Any CompanyYou 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. 2. Fill in details. Mandatory...
Version 3.7
What is new in 3.7 Teamogy version? Check the newest Release notes.
Do It Smart – Keep Smart Documents in Your Company
People create many different documents within a company every day. At the same time, they receive a lot of documents.
Onboarding the whole team in Teamogy
Well-managed onboarding or team launch is important for the successful deployment and effective use of each new system.
How To Create And Edit Contact From Any Document/Job/Invoice
How To Create And Edit Contact From Any Document/Job/InvoiceYou 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...
How To Change The Participant Of The Process
How To Change The Participant Of The ProcessYou 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. On...
New Opportunity
New Opportunity1. 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...
General Business Conditions of Teamogy Partner Program
Are you a new partner? Welcome and enjoy your cooperation. Find out what benefits and rewards await you
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.