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Projects & Folders Application

Atollon Core Contexts

Application Projects & Folders is used to quickly report on main Finder's Folders, including ...

Updated 1 year ago by Kristýna Eislerová

Folders

Atollon Core Contexts

Cloning folders to other organization To clone folder into another organisation, there is a cont...

Updated 1 year ago by Kristýna Eislerová

Quick Start Guide

Atollon Core

This is your quick start guide to Atollon. Explore. Do not get scared by deep forest :-) Login t...

Updated 1 year ago by Kristýna Eislerová

Manual Uninstall

System Administration Atollon Desktop Client

Atollon desktop - Uninstall Win App 1) Uninstall the application - regular attempt to remove a)...

CreateEvent

Atollon API Web Service Functions

WSDL scheduler.wsdl Related Services GetSchedulerSettings Contains several configurations of ...

Updated 1 year ago by Jan Safka

GetSchedulerSettings

Atollon API Web Service Functions

Description Function that takes care about administration of lists connected with Events (calend...

Updated 1 year ago by Jan Safka

Finance Settings

System Administration Modules Configuration

It is necessary to set-up Finance Settings, once you want to use Estimates, Invoices or Orders. ...

Updated 1 year ago by Jan Safka

ModifyProjectItemValues

Atollon API Web Service Functions

8 metod nastavení cen položek kufříku SetPurchaseByMargin z: Unit Sales Price a Margin ...

Updated 1 year ago by Jan Safka

Setup Weekly Reporting

System Administration Reporting

Introduction Weekly reports are Report packs (set of generic reports) sent to Contact group of u...

Updated 1 year ago by Jan Safka

Create new Deal and send Estimate

Atollon Sales & Marketing Typical Sales use Cases

This wizard will show you how one of the ways to create and use Deals (or Sales Opportunity) in A...

Updated 1 year ago by Jan Safka

Communication Overview

Atollon Core Communication

Communication Channels Currently supported communication channels in Atollon are: e-mail, sms, p...

Updated 1 year ago by Jan Safka

CreateGlobalText

Atollon API Web Service Functions

Global texts are used as storage of localizable text blocks, usually used in printing.  Part of ...

Starting with Workflow

System Administration Workflow

Workflow is automatization of processes in system. Basic priciple How does it work? Workflow f...

Updated 1 year ago by Jan Safka

Atollon Innovations 2021 (week 33)

Atollon 2021 Innovations

New Features General Now Atollon may be white-labeled in Ultimate Edition (top left logo may b...

Updated 1 year ago by Jan Safka

Atollon Innovations 2021 (week 22)

Atollon 2021 Innovations

New Features Deals New application view for tracking sales activity, includes (above other imp...

Updated 1 year ago by Jan Safka

Atollon Innovations 2021 (week 8)

Atollon 2021 Innovations

New features Call centre app Brand new tool to increase performance of sales or marketing team...

Updated 1 year ago by Jan Safka

ListContactList

Atollon API Web Service Functions

Description Function listing basic contact configuration items / lists. Important Parameters ...

Updated 1 year ago by Jan Safka

CreateProjectItem

Atollon API Web Service Functions

Description Create billing request. Billing request is used as a source for creating new invoice...

Updated 1 year ago by Jan Safka

Design and test print templates

Print Templates

In case you would like to modify or add your own unique print templates, you can use tool that wi...

Updated 2 years ago by Jan Safka

How to print header & footer

Print Templates

One way is using html table (see attached file). But it does not print last footer on the bottom ...

Updated 2 years ago by Miloš