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.
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...
Your Team
Your Team Split your people to teams and specify the activities which should be done by these people in TeamogyGeneral activities for people You should split your people in agency to teams and specify actions which should be completed by them in Teamogy to let...
Setup your Teamogy
Setup your Teamogy Make general Teamogy setup to be sure that the system will fit your needs. It so simple to startRegional setting It is important to be sure that all regional setting like VAT rates, available currencies, etc.. are corresponding to your region....
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.