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.
Find The Company
Find The Company1. In the left navigation menu, scroll Contacts. 2. Click on the Companies view.3. Type at least first three letters from Company name and press enter. There are more options, how to find the company. You could write three last letters from company...
About Contacts
About ContactsContacts is the place to manage a large number of your business contacts and their details. Contacts in the Teamogy system are divided into five components: Company, Persons, Brands, Suppliers and Clients. In the Company view, you can see the list...
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....
New Meeting Report
New Meeting Report1. In the left navigation menu, select unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose Meeting report.5. Complete all details. Mandatory fields are red underlined (can be different by company’s...
New Purchase Order
New Purchase Order1. In the left navigation menu, select unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose new Purchase order.5. Complete all details. Mandatory fields are red underlined (can be different by company’s...
New Sales Quotation
New Sales Quotation1. In the left navigation menu, select Unroll Documents. 2. Click on My Documents or All Documents. 3. Click on New document. 4. Choose Sales Quotation.5. Complete header details. Mandatory fields are red underlined (can be different from the...
New General Document
New Document1. In the left navigation menu, select unroll Documents. 2. Click on My Documents view or All Documents view. 3. Click on New document. 4. Choose document.4. Choose New document. 5. Complete all header details. Mandatory fields are red underlined...
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.