System Administration
Context Settings
Context Settings Overview
Introduction See the Finder how-to in order to get more information about Finder structure. Pro...
Folder Type Settings
This manual will show you how to create new Contact Folder Type General Folder is key placehold...
Project Type Settings
This guide will take you through creating new Project Type, the entity allowing you to track part...
Activity Type Settings
New Activity Type This guide will show you how to create Activities. Activity is container used ...
Layout Customization
Tabs on Contact Folder Detail, Project Detail are customized using Activity Panel Settings. Due t...
Context Categories
Context Category is main building block for grouping similar types of Folder Types, Project Types...
Multi-organization folder view
By default user can see only folders from organization where he is logged in. In case of viewing ...
Access Rights
Users
This page provides you with overview about Atollon Users database. You can filter for Power Users...
General
Atollon Directory Access Rights in Atollon server are based on tree-hierarchical structure. See ...
Implementation of Access Rights Best Practices
Template implementations have some of the access rights preconfigured. Any other access rights ma...
Removing Users Accounts
Temporary block user account 1. Options & Tools -> Users -> double click user -> se...
Events Access Rights
General Tasks, Events and Time Sheet records have rights calculated by combination of rights to ...
Invoice Access Rights
Each Invoice has it's own ACL (information about who can access the record). That means, each ind...
Options & Tools Access
We display settings in Options & Tools menu based on user access rights to particular setting...
Groups & Roles
About Groups & Roles is utility that allows you to create Groups (or Roles) of users. This f...
User Profiles
User Profiles set Atollon user interface to default state, in which it reflect needs of user's or...
User Templates
User Templates allow you predefine newly created User's settings. Change in User template does no...
Atollon Desktop Client
Modules Configuration
Contacts Configuration
Basic Contacts Configuration Most of the contacts lists are configurable, you can add/remove par...
Custom Forms Scripting
Since web version of form designer, custom forms bring custom scripting, which is pretty powerful...
Finance Settings
It is necessary to set-up Finance Settings, once you want to use Estimates, Invoices or Orders. ...
Invoice Administration
Invoices allow you to administer several settings / features of Invoice document. If your company...
Document Library Configuration
Document Categories To create new document category, go to Options & Tools > Document Category, ...
Mails
Mail Set-Up
Mail Set-Up Options There are two basic options to set-up mail in Atollon, the differences are d...
Mass Mail
If you are willing to use mass mail function which is available in Atollon, you should probably f...
Redirect existing mail address
In windows client 1. Setting -> Mail -> Mail boxes -> doubleclick user to be redirec...
Set-Up Domain MX Records
There are several administration interfaces available to set-up your MX records. You need to set...
Set-Up Mailbox
The following guide will show you how to add or edit Atollon Mailbox. Open Mailbox Settings ...
Message Configuration
Message Configuration options allows you to configure different message types as per your require...
Reporting
Generic Reports
Atollon Generic reports provide users with tool to create view on system data. The benefit of rep...
Generic Report Scenarios
Below mentioned examples / scenarios present only the most common reporting usage. Show Clients ...
Working with Generic Reports
Export / Print Functions Enable / disable export / print function It is possible to disable exp...
Setup Weekly Reporting
Introduction Weekly reports are Report packs (set of generic reports) sent to Contact group of u...
Workflow
Starting with Workflow
Workflow is automatization of processes in system. Basic priciple How does it work? Workflow f...
Sending messages
Sending Task Notifications You can select message template and type of message (supported types ...
Interactive Workflow Actions
Notice: this function is currently NOT SUPPORTED. Documentation here is used for future reference...
Workflow Objects Overview
This page contains list of objects, that can be used in workflow as source of actions. Some obje...
Workflow Actions
Workflow Action is main building block of Workflow module, which is part of Atollon Professional ...
Workflow Filters
Workflow Filters are used to set-up conditions under which Workflow is executed. One of the metho...
New Workflow
New Workflow Properties Workflow Title: give your Workflow some descriptive name. Description: ...
Custom Forms
Custom Forms Designer
The Form Designer is interfaced for management and creating a new form in folders. Atollon has mo...
Custom Forms Configuration
Video Tutorial on Custom Forms Use cases There are 3 basic use cases (and 1 deprecated), how ...
List Cross-form Values
1. Create Setup Custom Form 1a. Create your Setup form: Note: use TextArea component as edito...
User Interface
Applications and Toolbar Settings
Atollon allows you to set-up what applications users will see in the Application Launcher & w...
Configure Application Forms
Form Settings tool allows you to configure what fields are used (visible) on New contact form(s),...
System Registers
System registers is a feature available to developers to save System / Organization / Profile or ...
Print and document templates
Chapter describes features helping you generate and distribute documents from Atollon.