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.
Views And Breadcrumbs
Views And BreadcrumbsViews In Teamogy we have many Views. Simply, it is a page, where you are actually working. It is a very helpful tool in communication with your intern Teamogy admin or professional support team. You could easily describe, where is the problem that...
Version 1.11
What's new in Teamogy 1.11 Release date: 2019-03-15 Improvements Online chat has been moved to orange icon in top right screen corner Warning when leaving unsaved page (possible to enable/disable this warning in personal preferences) Easy time report from the...
Document Header Setup
Document Header SetupThe document header consists of your company logo and the default information that is common for commercial correspondence. However, Teamogy is a very flexible system and the document header can be also adjusted or modified. Please contact your...
About Documents
About DocumentsThe Teamogy system will help you to manage the control of all your documents, from your first contact with a client, to writing meeting notes, to creating a quotation for the client, to filling the signed contract. You can create and store all important...
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....
Onboarding Manager
Onboarding Manager Best practice for smooth onborading and starting to use Teamogy in company is to carefully choose the right person or team who will onboard the entire team. Your Onboarding manager needs to become the Teamogy expert soon. For sure needed is to know...
Teamogy Expectations
Teamogy Expectations The important is to know what is the goal and expectations form implementing your new system Teamogy. What kind of issues should be solved, what gaps needs to be covered, what other systems will not be used anymore. And what kind of results you...
Get in Touch
If you still have any questions or need further assistance, feel free to contact Teamogy support. You can use Online chat (inside the Teamogy or anywhere on www.teamogy.com in bottom right corner) and you will receive a prompt reply.