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Add AttachmentsIn every element of Teamogy you could Add Attachments. This manual will show how to Add Attachment to a Document. But you could apply this manual to all elements of Teamogy. 1. Create Basic Document, Sales Quotation , Purchase Order, Contract, Meeting...

Search Records and DocumentsThe 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 BreadcrumbsViews 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 that...

Document Header SetupThe 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 DashboardDashboard 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 DocumentsThe 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 important...

Find The Company1. 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...

About ContactsContacts is the place to manage a large number of your business contacts and their details. Contacts in the Teamogy system are divided into five components: Company, Persons, Brands, Suppliers and Clients. In the Company view, you can see the list...