About Frequent Bad Habits
Almost every company has some bad habits. We tried to describe some of them and at the same time to show them on graphic reports where they can be easily detected.
About Contacts
About ContactsContacts is the place to manage a large number of your business contacts and their details. Contacts in the Teamogy system are divided into five components: Company, Persons, Brands, Suppliers and Clients. In the Company view, you can see the list...
Print Layout
Print LayoutThis manual will show you how to set up a print layout at documents. You can apply this manual to all elements of Teamogy. 1. In the left navigation menu unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document or choose...
Statuses
Statuses Any type of record, Documents, Jobs, Tasks, Invoices…, in Teamogy can have its own set of statuses, which help you to easily see the actual record progress. Statuses can be assigned manually or they are driven by an automatic approval procedure (depending on...
Categories
CategoriesCategories help you to sort your records in Teamogy. In the system default settings, there are few predefined categories, which can be easily changed /expanded for every type of record in Teamogy. If you want to choose category, check the GIF below. This...
New Contract
New Contract1. In the left navigation menu, select unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose Contract.5. Complete all details. Mandatory fields are red underlined (can be different by company’s settings). 6....
1. Accurate contacts database
1. Accurate contacts databaseThe journey with Teamogy begins. The first step to mastering Teamogy is getting the hundreds and thousands of contacts that every company stores under control. Use the Teamogy features to your best advantage, so they bring order to your...
New Meeting Report
New Meeting Report1. In the left navigation menu, select unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose Meeting report.5. Complete all details. Mandatory fields are red underlined (can be different by company’s...
New Purchase Order
New Purchase Order1. In the left navigation menu, select unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose new Purchase order.5. Complete all details. Mandatory fields are red underlined (can be different by company’s...
New Sales Quotation
New Sales Quotation1. In the left navigation menu, select Unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose Sales Quotation.5. Complete header details. Mandatory fields are red underlined (can be different from the...
New General Document
New Document1. In the left navigation menu, select unroll Documents. 2. Click on My Documents view or All Documents view. 3. Click on New document. 4. Choose document.4. Choose New document. 5. Complete all header details. Mandatory fields are red underlined...
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.