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Welcome Widget

Atollon Core Dashboard

Create intranet for your employees in minutes. Atollon Lagoon Welcome widget helps you help your ...

Updated 4 years ago by Jan Safka

Set-up auto-response

Atollon Core Communication

Do you want to send your partners information that you are not available now? Go to Options &amp...

Updated 4 years ago by Jan Safka

Create & Assign Task

Atollon Core Tasks

This tutorial shows you how to create new task, assign it to solver & show the solver how to ...

Updated 4 years ago by Jan Safka

Projects

Atollon Core Contexts

New Project This lesson shows how to create new project for your client in simple Client > Pr...

Updated 4 years ago by Jan Safka

Print Templates

Atollon Core Documents

Uploading New Print Templates To open the Manage Print Templates dialog, go to Options & Too...

Updated 4 years ago by Jan Safka

Documents Overview

Atollon Core Documents

Documents are used to store and share revisions of files in Atollon folders. Document Listing I...

Updated 4 years ago by Jan Safka

Contacts Overview

Atollon Core Contacts

Contacts Main Window Contacts are split to company and person within Atollon. You can create the...

Updated 4 years ago by Jan Safka

Project Billing

Atollon Finance Billing

In order to send invoices to your clients, you may collect source data for invoicing from Atollon...

Updated 4 years ago by Jan Safka

Project Budgeting

Atollon Finance Billing

There are two ways project budget may be assigned: 1.) Ad-hoc (ie coming from contractual agreem...

Updated 4 years ago by Jan Safka

Activity Type Settings

System Administration Context Settings

New Activity Type This guide will show you how to create Activities. Activity is container used ...

Updated 4 years ago by Jan Safka

Layout Customization

System Administration Context Settings

Tabs on Contact Folder Detail, Project Detail are customized using Activity Panel Settings. Due t...

Updated 4 years ago by Jan Safka

Custom Forms Scripting

System Administration Modules Configuration

Since web version of form designer, custom forms bring custom scripting, which is pretty powerful...

Updated 4 years ago by Jan Safka

Context Settings Overview

System Administration Context Settings

Introduction See the Finder how-to in order to get more information about Finder structure. Pro...

Updated 4 years ago by Jan Safka

Time Billing

Atollon Finance Billing

Work Contracts Work contracts are used to set several financial, management accounting & tim...

Updated 4 years ago by Jan Safka

Issued Invoices

Atollon Finance Revenues

Create New Invoice Below is the explanation of ad-hoc invoice creation. If you want to explain T...

Updated 4 years ago by Jan Safka

Draft Invoices

Atollon Finance Billing

Draft Invoices Approvals Draft invoices are generated automatically (overnight) to help you get ...

Updated 4 years ago by Jan Safka

Billing Requests

Atollon Finance Billing

Main source of data for billing are Billing Items. They represent any service or product to be ch...

Updated 4 years ago by Jan Safka

Billing Rules

Atollon Finance Billing

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

Updated 4 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 4 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 4 years ago by Jan Safka