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Billing Rules

Atollon Finance Billing

See the scheme below to find out how the Billing Rules convert billing sources (Time Sheet & ...

Updated 5 years ago by Jan Safka

Setup invoice required fields

Atollon Finance Settings

This features allows you delegate invoice creation to sales people In case you want to delegate ...

Updated 5 years ago by Jan Safka

Arrange a Meeting and Record Meeting Notes

Atollon Sales & Marketing Typical Sales use Cases

See below guide to arrange a meeting (calendar event, presentation, etc.) and write meeting notes...

Updated 5 years ago by Jan Safka

Workflow Objects Overview

System Administration Workflow

This page contains list of objects, that can be used in workflow as source of actions. Some obje...

Updated 5 years ago by Jan Safka

Redirect existing mail address

System Administration Mails

In windows client    1. Setting -> Mail -> Mail boxes -> doubleclick user to be redirec...

Mass Mail

System Administration Mails

If you are willing to use mass mail function which is available in Atollon, you should probably f...

Mail Set-Up

System Administration Mails

Mail Set-Up Options There are two basic options to set-up mail in Atollon, the differences are d...

Updated 5 years ago by Jan Safka

Contacts Configuration

System Administration Modules Configuration

Basic Contacts Configuration Most of the contacts lists are configurable, you can add/remove par...

Updated 5 years ago by Jan Safka

Sending messages

System Administration Workflow

Sending Task Notifications You can select message template and type of message (supported types ...

Updated 5 years ago by Jan Safka

Issue Types and their Chargeability

Atollon Support

Service level This document define the categories of client requests to the helpdesk and their c...

Updated 5 years ago by Jan Safka