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.
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...
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.