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ATOLLON User Documentation

English version

New Releases

Atollon innovations and history of changes

Developer Documentation

English only

FAQ

Atollon Finance

Atollon 2020 Innovations

Atollon Service Delivery

Atollon Recruitment

Atollon Sales & Marketing

Atollon Business Intelligence

Atollon API

System Administration

Atollon Support

Atollon Core

Atollon 2019 Innovations

Atollon 2018 Innovations

Atollon 2017 Innovations

Atollon 2016 Innovations

Atollon 2015 Innovations

Atollon 2014 Innovations

Atollon 2013 Innovations

Atollon 2012 Innovations

Atollon 2011 Innovations

Atollon 2010 Innovations

Settings

Atollon Finance

Atollon Desktop Client

System Administration

Context Settings

System Administration

Access Rights

System Administration

Modules Configuration

System Administration

Mails

System Administration

Reporting

System Administration

Workflow

System Administration

Typical Sales use Cases

Atollon Sales & Marketing

Billing

Atollon Finance

Revenues

Atollon Finance

Communication

Atollon Core

Contacts

Atollon Core

Documents

Atollon Core

Contexts

Atollon Core

Custom Forms

System Administration

Dashboard

Atollon Core

Tasks

Atollon Core

Time Sheet & Expenses

Atollon Core

User Interface

System Administration

Setup invoice required fields

Atollon Finance Settings

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.  ...

release
release-week-2003

Atollon Innovations 2020 (week 12)

Atollon 2020 Innovations

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. ...

Billing Rules

Atollon Finance Billing

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 ...

Manual Uninstall

System Administration Atollon Desktop Client

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...

General

System Administration Access Rights

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...

Events Access Rights

System Administration Access Rights

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 ...

Contacts Configuration

System Administration Modules Configuration

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...

Custom Forms Configuration

System Administration Custom Forms

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....

Custom Forms Scripting

System Administration Modules Configuration

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 ...

Issue Types and their Chargeability

Atollon Support

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

Atollon Finance Settings

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 ...

Removing Users Accounts

System Administration Access Rights

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

System Administration Mails

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...

Mass Mail

System Administration Mails

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 ...

Redirect existing mail address

System Administration Mails

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 ->...

Set-Up Domain MX Records

System Administration Mails

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...

Set-Up Mailbox

System Administration Mails

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 ...

Implementation of Access Rights Best Practices

System Administration Access Rights

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...

Invoice Access Rights

System Administration Access Rights

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...

Finance Settings

System Administration Modules Configuration

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...