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.
Create A Task From View
Create A Task From View1. In the left navigation menu unroll Tasks. 2. Click on Capacity plan/ Task schedule / Task statuses / Task list - new task can be created from any one of those views. 3. Click on New Task.4. Complete All Details. Mandatory Details are red...
Capacity Plan – How It Works
Capacity Plan - How It WorksFirstly, start our manual by creating a new task. Here is a link on how to create new task. On the screen below you can see the default situation after a task creation. Let’s call these pieces of a chart, which are orange now, as a bead....
New Meeting Category
New Meeting CategoryYou, as intern Teamogy admin, could add more Meeting Category. How to do add more Meeting Category? 1. In the left navigation menu unroll Configuration. 2. Click on Register. 3. Use Breadcrumb Ownership and choose Shared. 4. Use Breadcrumb...
New Document Category
New Document CategoryYou, as intern Teamogy admin, could add more Document Category. How to do add more Document category? 1. In the left navigation menu unroll Configuration. 2. Click on Register. 3. Use Breadcrumb Ownership and choose Shared. 4. Use Breadcrumb...
New Document Types
New Document TypesThese are the most used documents types that are predefined in Teamogy - Basic Document, Sales Quotation, Purchase Order, Contract, Meeting Report and any agency can start using them immediately. However, Teamogy is a very flexible system and adding...
Switching among companies
Switching among companiesYou may have more than one company for your Teamogy account – You can add additional agencies in a group or DEMO account for testing and training purposes. You will be able to switch between companies. Ensure that you create valid data and...
Version 2.0
What's new in Teamogy 2.0 Release date: 2019-03-25 New major functionality Task management & capacity planning Improvements User's managers access rights policy - all managers of user can now access records created by the user Possibility to clone / copy...
Fast Actions
Fast ActionsThere is a powerful button for quick launch of most of the actions used in the system. 1. Click on the plus icon.2. Now choose action you would like use.Get in Touch If you have problem or need further assistance, do not hesitate contact Teamogy Support....
Leaving Page Notification
Leaving Page NotificationImagine the situation, you are working on a long text and you did not save it. Now you leave the page by mistake. Oops. You lost your entire work. Lets see how to prevent a such as this. 1. Click on your name in User area in the top right...
Access Rights
Vat A value-added tax (VAT) is a consumption tax placed on a product or service. We will set up a default VAT rates for you based on your country. VAT rates will be ready for you at the beginning of using Teamogy. We calculate with case you would like to add...
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.