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.

Using Chat in Jobs, Documents, etc…

mart. 6, 2023 |

Using Chat in a Job, Task, Document - Discussion You can discuss individual documents, jobs, invoices and other entities in Teamogy. The "Comments" tab can be used either for writing notes or for active discussion. Just click on the "eye" icon. This will activate the...

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Common settings

nov. 8, 2021 |

Common settings In the section Common Settings, you will find the most common configuration of Teamogy related to the configuration of the system logo, letterhead, as well as fonts and personal name order. Let's take a closer look: 1. Logo for headed paper 2. Logo for...

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How To Change a Job Position of User in Teamogy

nov. 5, 2021 |

How To Change a Job Position of User in TeamogyOnce you create a new User, you can mention a job position. Our person Will Funk is at TM (Traffic manager) position in our Company.  2. Fill in details. Mandatory fields are red underlined (can be different by...

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How to Cancel Any Company

oct. 13, 2021 |

How To Cancel Any CompanyYou can easily cancel any contact, or brand in every company. 1. Go to the company that you would like to edit the details. 2. Choose the contact and click on the icon – Mark as invalid.  3. Press OK button.  2. Fill in details. Mandatory...

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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.

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