Back Button And Filter Retention 1. Opening in Modal window If you use filters in the views for better searching, open document in a smaller window - Modal (one click). When you close the window, you will be left with the search results. 2. Opening Teamogy record in...

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...

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...

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...

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...