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Generic Report Scenarios
Below mentioned examples / scenarios present only the most common reporting usage. Show Clients ...
Generic Reports
Atollon Generic reports provide users with tool to create view on system data. The benefit of rep...
Work Pricing
Work Price List Work Price List is used to assign price or cost to Time Sheet records that repre...
New Workflow
New Workflow Properties Workflow Title: give your Workflow some descriptive name. Description: ...
User Templates
User Templates allow you predefine newly created User's settings. Change in User template does no...
User Profiles
User Profiles set Atollon user interface to default state, in which it reflect needs of user's or...
Configure Application Forms
Form Settings tool allows you to configure what fields are used (visible) on New contact form(s),...
Applications and Toolbar Settings
Atollon allows you to set-up what applications users will see in the Application Launcher & w...
Invoice Access Rights
Each Invoice has it's own ACL (information about who can access the record). That means, each ind...
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 ...
General
Atollon Directory Access Rights in Atollon server are based on tree-hierarchical structure. See ...
Tracking Categories
Tracking Categories are used as controlling variables through-out the whole system, where your or...
Workflow Filters
Workflow Filters are used to set-up conditions under which Workflow is executed. One of the metho...
Workflow Actions
Workflow Action is main building block of Workflow module, which is part of Atollon Professional ...
Set-Up Mailbox
The following guide will show you how to add or edit Atollon Mailbox. Open Mailbox Settings ...
Contact Groups
Add Group Category Group Category is container for storing several contacts (distribution) group...
Mass Mail
Atollon provides you with personalised mass mail feature. Don't ever send unpersonal mass mail. ...
Adobe Air error message - macOSX Catalina
Some of our customers running Atollon using Adobe Air on Mac OS X Catalina have experienced the f...