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.
Preparation of training environment and training room
Preparation of training environment and training room After the teams and the training have been agreed, we need to send information to the Client about what must be prepared for the training and what each user should bring: Hello, great that we agreed on...
Teams & Schedule Approving
Teams & Schedule Approving As a start of the training, we need to prepare an e-mail containing information about Teams and Schedule. The email should be addressed to the Onboarding Manager by the client. Here is a sample letter: Hello, we are...
Version 3.1
What is new in 3.1 version?
Text editor, new version of task planner, mentions
Adding users to other Agencies
Adding users into another Agency You have imported users already into the Teamogy. Now they are in the agency, where you imported them. The environment has more agencies and you would like to add the users also to the other agencies (for example to DEMO). Follow these...
Basic settings in new environment
Basic settings in new Environment We have already prepared a new environment for the Client. Now we have to setup the environment. Every country has different VAT rate and other settings. Click here to find the country-specific settings. Find the client's country on...
Register Import
Import Register We need tools to do the agenda more faster. Import is one of these tools. When the environment is new, we need to set many settings here. That’s the reason why there is an register import. You just need to follow these steps to do it successfully: 1....
Creation of the Clan
Creation of the ClanIf you want to prepare new environment for the client, you have to create the new clan. Follow this guide. 1. Log in into the aio pro environment here. 2. Behind agency id in the address bar type /createclan Now you have to complete the following...
Teamviewer
Teamviewer - remote control There are some problems that we need to fix from your PC or Mac. For this situations there is Teamviewer. 1. Go to the website of Teamviewer, click here. 2. Click on Download. 3. Choose your operating system. 4. Download and install it. 5....
Modification of Client seleciton in Jobs
Modification of Client selection in Job We have a search of Companies in the job, which are usually your clients. Let’s show you, how to setup this search, how you want. 1. In the left navigation menu, unroll Configuration. 2. Click on Register. 3. Into the...
Job mandatory fields
Job mandatory fieldsWe have a lot of fields in the system that can be filled. In our Teamogy, however, you can set which fields you want to be mandatory and which are not. See the following instructions on how to set the mandatory fields. 1. In the left navigation...
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.