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This features allows you delegate invoice creation to sales people In case you want to delegate process of creating invoices down to sales people, there is an option.  Usually, during sales process, sales people need to focus on sales, not administration.  ...

New Features Calendar CalDAV access now supports read/write mode - you can use your calendar on CalDAV compatible device - that means iPhone, Apple Calendar natively and other calendars using many CalDAV plugins available for Android, MS Outlook, etc. ...

See the scheme below to find out how the Billing Rules convert billing sources (Time Sheet & Billing Items) into Draft Invoice. Each Billing Rule is a definition for one or more draft invoices to be created. Billing Sources Billing Items The Draft ...

Atollon desktop - Uninstall Win App 1) Uninstall the application - regular attempt to remove a) uninstall via WIndows (if msi) (Add or remove programs) or C:\Program Files (x86)\Atollon\Uninstall.exe (if installation via .exe) or delete complete folder C...

Atollon Directory Access Rights in Atollon server are based on tree-hierarchical structure. See the attached document for the Atollon Directory scheme. Roles Role is Access Rights entity that can be assigned to users in connection to Folder (Account) or Pro...

General Tasks, Events and Time Sheet records have rights calculated by combination of rights to context (Folder, Project or Activity on which the Task is stored) and rights of User's Event, Task, TS rights. s Rights to User's Events, Tasks, Time Sheet Each ...

Basic Contacts Configuration Most of the contacts lists are configurable, you can add/remove particular records of the following system fields: Language (Preferred communication language) Category (Any record, without special meaning) Contact Source (Wher...

Video Tutorial on Custom Forms Use cases There are 3 basic use cases (and 1 deprecated), how does the bussiness object hold the reference to the data in custom form structure. There is a reason behind the diffenrence and it is important to understand them....

Since web version of form designer, custom forms bring custom scripting, which is pretty powerfull feature. It is evolving part of application, based on needs of our clients, so there is no definite state of this feature. Scripting is pretty straitforward and ...

Service level This document define the categories of client requests to the helpdesk and their classification based on their nature and definition of their chargeability in relation to the client and a service contract. 1. Bugs in application (bug zone) F...

Numbering Numbering settings set the Mask for any system-generated number on new Folder, Project or Estimate, Invoice, Order, etc. This Numbering mask can be assigned to Project type, for instance. Numbering Mask The mask is quite flexible, you can combine ...

Temporary block user account 1. Options & Tools -> Users -> double click user -> select "No" from active Radio Buttons 2. Redirect existing mail address Permanently remove user account Please note that user accounts are never permanently delet...

Mail Set-Up Options There are two basic options to set-up mail in Atollon, the differences are described below: Atollon as Primary Mail Server Atollon as Secondary Mail Server Atollon may act as your primary mail server (our preferred option). That mea...

If you are willing to use mass mail function which is available in Atollon, you should probably follow next steps before you starts. Introduction - how does it work? First of all you need a distribution group. This can be done by following examples create ...

In windows client    1. Setting -> Mail -> Mail boxes -> doubleclick user to be redirected -> set combobox Active to No.   2. Scribe down (to notepad or piece of paper) users mail (just the name - part before @) and its aliases.   3. Setting ->...

There are several administration interfaces available to set-up your MX records. You need to set-up your Domain's MX record to be like this: MX 10 mx1.atollon.com where yourserver.atollon.com is server identification that you should receive when getting Ato...

The following guide will show you how to add or edit Atollon Mailbox. Open Mailbox Settings Open Options & Tools > and search for Mailbox Edit tool. Create New Mailbox First, select the user, who will be the owner of the mailbox. Each ...

Template implementations have some of the access rights preconfigured. Any other access rights may be customised for individual client's needs. User vs. Group Access Rights When defining new access rights, please rather use Groups instead of Users. Users and...

Each Invoice has it's own ACL (information about who can access the record). That means, each individual Invoice may have different access rights. This behavior is used when sending Invoice for approval. Each approving user is automatically assigned appropriat...

It is necessary to set-up Finance Settings, once you want to use Estimates, Invoices or Orders. Set-up Journals Options & Tools > Finance > JournalsAdd all journals that are necessary, minimal supported set is: Issued Invoice Received Order Re...