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.
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
Content to share
References and interview of Teamogy satisfied clients are good inspiration for decision of potential clients
Standard Partner Rewards
Are you a new partner? Welcome and enjoy your cooperation. Find out what benefits and rewards await you
Time Records – Report
Time Records - ReportsTime 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, etc. You can...
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.