Search Records and Documents

Search Records and Documents The aim of Teamogy is to be user-friendly and effective software. Search Records and Documents is very simple. You can use a search engine or breadcrumbs. Breadcrumbs Use filters to work more efficient with your Documents. Just go to the...

Views And Breadcrumbs

Views And Breadcrumbs Views In Teamogy we have many Views. Simply, it is a page, where you are actually working. It is a very helpful tool in communication with your intern Teamogy admin or professional support team. You could easily describe, where is the problem...

Document Header Setup

Document Header Setup The document header consists of your company logo and the default information that is common for commercial correspondence. However, Teamogy is a very flexible system and the document header can be also adjusted or modified. Please contact your...

About Dashboard

About Dashboard Dashboard is a homepage of your Teamogy. When you log in, Dashboard is the first page you will see on your display. On Dashboard you can see agency favourite links which can be customized for any agency. You can also see a List of Colleagues from your...

About Documents

About Documents The Teamogy system will help you to manage the control of all your documents, from your first contact with a client, to writing meeting notes, to creating a quotation for the client, to filling the signed contract. You can create and store all...

Find The Company

Find The Company 1. 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...