What’s New in Teamogy 5.1

You now have the ability to adjust the width of columns in views by simply dragging the border between columns left or right. Changes take effect immediately. When the view is refreshed or reloaded, the columns revert to their default widths.

This feature allows each user to tailor their view settings based on current needs.

Every attachment in the system now includes a convenient button (1) to generate an external link, allowing you to easily share a file – whether internally with colleagues or externally with clients, partners, vendors, or anyone outside your organization.

The link provides secure and direct access to download the specific attachment, with no need for login and no connection to your Teamogy account. This means the recipient sees only the file itself – not your workspace, related data, or any additional context.

A major advantage is the option to set an expiration time (2) for the link, customizable by each user – for example, a few hours, days, or weeks. Once the set time elapses, the link automatically deactivates and becomes inaccessible.

This new feature significantly simplifies and speeds up document sharing, increases collaboration flexibility, and ensures a high level of security and control over who can access files and when.

For added safety, the system includes a clear log showing which attachment was shared, by whom, and when the link is set to expire.

You can now create and manage your own email templates in the configuration settings. These templates serve as ready-made patterns for quick and consistent communication. An administrator or authorized user can define these templates in advance – including the subject, text structure, formatting, and more.

When composing a new email, users can simply choose from the available templates the one that best fits the situation – such as a meeting invitation, order confirmation, unpaid invoice reminder, thank you message, or business offer.
This feature significantly speeds up message creation, ensures consistent communication across the company, and reduces the risk of errors or missing important information.

Each company now includes an expanded set of tabs that gives you a complete and detailed overview of all activities and related data concerning the company. This enhancement significantly improves clarity and enables more efficient handling of client or vendor information across various types of records.

The newly added tabs include:

• Opportunities – Displays all business cases and potential collaborations associated with the company.
• Jobs – Shows all active and completed jobs that have taken place or are currently ongoing with the company.
• Tasks – Provides an overview of all planned, in-progress, and completed tasks related to the company, including their status and assigned personnel.
• Documents – Offers centralized access to all documents related to the company, such as contracts, client budgets, or meeting notes.

Thanks to this enhancement, users can navigate the history of collaboration more quickly and effectively, plan next steps with ease, and always have essential information at their fingertips – all from one place.

You now have the ability to directly create the following entities from any company record: Opportunities, Client Budgets, Supplier Orders, and Jobs (1).

This feature saves you time and reduces the number of clicks previously required to create any of the above entities.

Birthday Tracking – View of Upcoming Anniversaries

 In the People view, upcoming birthdays are now visible, and it’s also possible to sort by birthday date (1) and (2).

This tracking can be used to activate email notifications as well.

The goal is to provide timely and convenient reminders about upcoming events, helping foster a more personal and caring approach to relationships – whether within your team, company, or client portfolio.

Brand Owner – Extended Data Structure for API

We’ve improved the data structure for brand owners. The brand code and brand owner are now stored within the company’s API data structure.

Person – Additional Information for Better Search and Targeting

 You now have the ability to add and manage custom categories, tags, and language preferences for individual persons (independently from company data).

These fields allow for better filtering, exporting, and the ability to extract additional insights from personal data.

The main goal of these features is to increase flexibility in search and ensure more accurate targeting, for example when planning events such as press conferences.

Note: These features must first be enabled in the configuration settings.

New Kanban View Design – Clean and Consistent Look

We’ve updated the visuals of the Kanban view, resulting in a modern and clear interface we believe will be more pleasant and easier for you to use than before.

Chat – Search Functionality

In the top left corner of the chat window (1), you can now search by communication thread name.

Chat – Clearly Visible Statuses for Entities

Communication threads linked to entities (e.g., Tasks, Projects, Documents) now display clear status indicators (1), so you can immediately see whether a thread should remain or can be removed—for example, when a task is fully completed.
This gives you better insight into all discussions and helps keep your chat clean by closing inactive threads.

After ending a video call, the recording is automatically saved as an attachment in a “Meeting Minutes” document (1) and (2), and a notification is sent with a link to that document.

You can replay or share the recording with colleagues, clients, vendors, or other external participants.

Everything said during the meeting is transcribed word-for-word and stored in the meeting document, providing a complete text transcript for review or sharing.

Each user now has a personal meeting link available in their profile within the configuration (1).

This link serves as a direct gateway to Teamogy Meet and allows you to quickly start a meeting with a colleague—no need for long searches or back-and-forths.

This makes planning and launching online meetings much easier and provides each user with a consistent access point.