How To Change The Participant Of The ProcessYou can easily change the participant of Process, that will approve the next step of the Process. You must have the appropriate permissions for these changes. 1. Go to your Document/Financial Document with the Process. 2. On...

New Opportunity1. In the left navigation menu, select unroll Opportunities. 2. Click on Opportunity statuses (Kanban) or Opportunity list. 3. Click on New Opportunity.4. Complete all details. Mandatory fields are red underlined (can be different by company’s...

Time Records - ReportsTime records - Reports enablee you to see how many hours should be reported and how many hours are already reported. It gives you a perfect overview if someone didn’t report his/her time or reported many hours above the normal limit, etc. You can...

Bulk Changes In Teamogy You have an option of bulk changes in Jobs/ Tasks/ Client Overheads/ Internal Overheads. You can mark the data and change their fields. In Jobs, you can change the field - Owner, Participants, Start date, End date, Status or Binder. In Tasks,...

How To Edit AttendancesYou can edit all the created Attendances of the whole team and also create new Attendances retrospectively.  To have rights to edit Attendances, you have to be added in the Group - Attendance editor. 1. Go to the Attendance in the Financial...

Enter Company DetailsFirst, open the Company you would like to edit. Read more in Find The Company article.1. Click on the tab Details.  2. Complete all details in the section Details. Mandatory fields are red underlined (can be different by company’s settings)....

Mark Company As A Client/Supplier1. First, open the Company you would like to edit. Click on the tab Details. 2. Mark company as a client or supplier. Click on the small square "Client" or "Supplier".  2. Fill in details. Mandatory fields are red underlined (can...