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Welcome Widget
Create intranet for your employees in minutes. Atollon Lagoon Welcome widget helps you help your ...
Set-up auto-response
Do you want to send your partners information that you are not available now? Go to Options &...
Create & Assign Task
This tutorial shows you how to create new task, assign it to solver & show the solver how to ...
Projects
New Project This lesson shows how to create new project for your client in simple Client > Pr...
Print Templates
Uploading New Print Templates To open the Manage Print Templates dialog, go to Options & Too...
Documents Overview
Documents are used to store and share revisions of files in Atollon folders. Document Listing I...
Contacts Overview
Contacts Main Window Contacts are split to company and person within Atollon. You can create the...
Project Billing
In order to send invoices to your clients, you may collect source data for invoicing from Atollon...
Project Budgeting
There are two ways project budget may be assigned: 1.) Ad-hoc (ie coming from contractual agreem...
Activity Type Settings
New Activity Type This guide will show you how to create Activities. Activity is container used ...
Layout Customization
Tabs on Contact Folder Detail, Project Detail are customized using Activity Panel Settings. Due t...
Custom Forms Scripting
Since web version of form designer, custom forms bring custom scripting, which is pretty powerful...
Context Settings Overview
Introduction See the Finder how-to in order to get more information about Finder structure. Pro...
Time Billing
Work Contracts Work contracts are used to set several financial, management accounting & tim...
Issued Invoices
Create New Invoice Below is the explanation of ad-hoc invoice creation. If you want to explain T...
Draft Invoices
Draft Invoices Approvals Draft invoices are generated automatically (overnight) to help you get ...
Billing Requests
Main source of data for billing are Billing Items. They represent any service or product to be ch...
Billing Rules
See the scheme below to find out how the Billing Rules convert billing sources (Time Sheet & ...
Setup invoice required fields
This features allows you delegate invoice creation to sales people In case you want to delegate ...
Arrange a Meeting and Record Meeting Notes
See below guide to arrange a meeting (calendar event, presentation, etc.) and write meeting notes...