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Atollon Innovations 2021 (week 8)
New features Call centre app Brand new tool to increase performance of sales or marketing team...
ListContactList
Description Function listing basic contact configuration items / lists. Important Parameters ...
CreateProjectItem
Description Create billing request. Billing request is used as a source for creating new invoice...
Design and test print templates
In case you would like to modify or add your own unique print templates, you can use tool that wi...
How to print header & footer
One way is using html table (see attached file). But it does not print last footer on the bottom ...
ListLanguages
Part of translate.wsdl Sample Request <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoa...
SOAP UI in Atollon Environment
Run SOAP Query To create first SOAP queries, you have to create New SOAP Project As a P...
CreateMarketingTriggers
Description Marketing triggers are used to track any activity of the contact / public user, whic...
Multi-organization folder view
By default user can see only folders from organization where he is logged in. In case of viewing ...
Print and document generation
Print tool for users From users perspective, print dialog allows generating and distributing doc...
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...
Folder Type Settings
This manual will show you how to create new Contact Folder Type General Folder is key placehold...
Groups & Roles
About Groups & Roles is utility that allows you to create Groups (or Roles) of users. This f...
Atollon Innovations 2020 (week 32)
New Features Service Activities New application that allows you to track all details about ser...
Set-Up Domain MX Records
There are several administration interfaces available to set-up your MX records. You need to set...
How to setup Product Attributes for Sales Order
This page provides you with the guidance, how to setup Product Attributes and how they are used i...
Custom Forms Designer
The Form Designer is interfaced for management and creating a new form in folders. Atollon has mo...
Invoice Administration
Invoices allow you to administer several settings / features of Invoice document. If your company...
Issued Invoices
Create New Invoice Below is the explanation of ad-hoc invoice creation. If you want to explain T...