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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...

Print LayoutThis manual will show you how to set up a print layout at documents. You can apply this manual to all elements of Teamogy. 1. In the left navigation menu unroll Documents. 2. Click on My Documents or All Documents.  3. Click on New document or choose...

Statuses Any type of record, Documents, Jobs, Tasks, Invoices…, in Teamogy can have its own set of statuses, which help you to easily see the actual record progress. Statuses can be assigned manually or they are driven by an automatic approval procedure (depending on...

CategoriesCategories help you to sort your records in Teamogy. In the system default settings, there are few predefined categories, which can be easily changed /expanded for every type of record in Teamogy. If you want to choose category, check the GIF below. This...