Import business contacts

by | Mar 31, 2020 | Onboarding

Import business contacts (optional) This step is not essential, of course it is possible to start using Teamogy without any imported contacts. Anytime there is a new deal, job, supplier costs or whatever is needed to be linked with any business contact, is possible to...

Set numbering sequence for financial documents

by | Mar 30, 2020 | Onboarding

Set numbering sequence for financial documents Of course Teamogy is ready to be used immediately without need to set up anything with our default numbering for all documents. But in case of need or special requirements is possible to change the numbering sequence for...

Teamogy Appereance

by | Mar 30, 2020 | Onboarding

Teamogy appearance It is Teamogy, but it is Teamogy of the client. Let’s change the look of system and prinout of documents Is necessary to deliver logos for following use: Black theme of Teamogy White theme of Teamogy Logo for your letterhead (will appear on...

Client introduction to Onboarding

by | Mar 27, 2020 | Onboarding

Client introduction to Teamogy Key people and users form client side should be known by Onboarding manager before the first real meeting of implementation starts. Onboarding manager should get those information from Sales representative of Teamogy. Number of units and...

Scope of onboarding

by | Mar 27, 2020 | Onboarding

Scope of onboarding Based on the selected type of license and onboarding programme is necessary to set the scope, what will be delivered by Teamogy to client. This topic is important for both sides. Teamogy goal is to provide, in the most effective way, the agreed set...

Set up the Team

by | Mar 27, 2020 | Onboarding

Set up Onboarding team If your company decided to have Teamogy consultant to help you and guide you throught to the implementation than you have already at least one member of the Onboarding team from Teamogy. Let’s add also the guys from your company to set up...