How To Change a Job Position of User in Teamogy

How To Change a Job Position of User in Teamogy Once you create a new User, you can mention a job position. Our person Will Funk is at TM (Traffic manager) position in our Company. After the first save, the information about the job position of the user will not show...

How to Cancel Any Company

How To Cancel Any Company You 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. 4. Perfect! You have disabled the...

How To Change The Participant Of The Process

How To Change The Participant Of The Process You 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....

New Opportunity

New Opportunity 1. 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 – Report

Time Records – Reports Time 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,...