por | Abr 1, 2020 | Onboarding
Set of dimensions and other advanced features Client may start with Teamogy immediately without more advanced set up. However for some clients might be interesting to set up some advanced features. Especialy various dimensions how to sort or categorise data in system....
por | Mar 31, 2020 | Onboarding
Activate basic approvals (optional) In case the client decided to use basic approvals of important documents it is necessary to activate them and explain well to client. Entries what might be driven by predefine workflows are following: Quotation Purchase order...
por | Mar 31, 2020 | Onboarding
Import internal overheads (optional) This step is not essential, it is possible to start using Teamogy without any overheads are imported in advance. Anytime during working with Teamogy is possible to create a new overhead. Here is the guide how to create overhead, it...
por | Mar 31, 2020 | Onboarding
Import business contacts (optional) This step is not essential, of course it is possible to start using Teamogy without any imported contacts. Anytime there is a new deal, job, supplier costs or whatever is needed to be linked with any business contact, is possible to...
por | Mar 30, 2020 | Onboarding
Set numbering sequence for financial documents Of course Teamogy is ready to be used immediately without need to set up anything with our default numbering for all documents. But in case of need or special requirements is possible to change the numbering sequence for...
