O Pulpicie finansowym
Pulpit finansowy to widok, które zapewnia przejrzysty obraz całej firmy. Zawiera wykresy z kluczowymi wskaźnikami – ogólną ewolucją przychodów i kosztów firmy, według aspektów finansowych i jobów, różne spojrzenia 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.
Time track category activation
Time record category activationTime record category is switched off in default. Follow these steps to activate it successfully: 1. In the left navigation menu, unroll Configuration. 2. Click on Register. 3. Into the Breadcrumb Sub-Key type...
New card
New card Client will need to add his own card into the cashbox’s card’s operations. Follow these steps to add the card into Teamogy successfully: 1. In the left navigation menu, unroll Configuration. 2. Click on Register.3. Into the Breadcrumb Main-Key type...
Import Companies
Import CompaniesWe need tools to do the agenda more faster. Import is one of these tools. Clients often have many contacts, which they want to enter into the Teamogy. You can import it as one big part. You just need to follow these steps to do it successfully: 1....
Numbering sequence setup
Numbering sequence setup Change the numbering in the system. 1. Unroll Configuration. 2. Click on Register. 3. Into the breadcrumb Main key, type NUMBERING and choose NUMBERING. 4. Open the SHARED register of numbering, which you would like to...
Adding users into Groups
Adding users into Groups If you would like to set the rights in the system, you have to add the user in to the group. 1. Unroll Configuration. 2. Click on Groups. 3. Open the Group, where you would like to add the user. 4. There you can add Groups or Users. 5. Press...
Kick off meeting
Kick off meeting1. Introductory from Onboarding manager to Client Here is a sample of what the official mail looks like: Dear Mr. his name/Mrs. her name/Ms. her name I am XY, your Onboarding manager. I am looking forward to cooperating with you, I believe that we will...
Taking over from Sales representative
Taking over from the Sales representativeAnyone who starts a new implementation must complete the following steps: 1. Decide who will onboard the company and create the Job. Deadline should be determined according to the date when the client is considering launching...
Groups
GroupsEach Teamogy user belongs to certain groups. These groups affect what rights the user has in the system. What views he sees, what he can modify in them, what actions he can perform in the system, etc. So our groups are actually what determines rights in Teamogy....
Job category activation
Job category activationSome Teamogy functionality needs activation. The job items belong to this group. So see this simple tutorial on how to activate Job category. 1. In the left navigation menu, unroll Configuration. 2. Click on Register. 3. Into the Breadcrumb...
Job items activation
Job items activationSome Teamogy functionality needs activation. The job items belong to this group. So see this simple tutorial on how to activate Job items. 1. In the left navigation menu, unroll Configuration. 2. Click on Register.3. Into the Breadcrumb Sub-key...
Skontaktuj się z nami
Jeśli nadal masz jakiekolwiek pytania lub potrzebujesz dalszej pomocy, skontaktuj się z pomocą techniczną Teamogy. Możesz korzystać z czatu online (wewnątrz Teamogy lub w dowolnym miejscu www.Teamogy.com w prawym dolnym rogu) a otrzymasz szybką odpowiedź.