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See below guide to arrange a meeting (calendar event, presentation, etc.) and write meeting notes from event. New event 1) Open and navigate to the calendar day on which you want create a new event2) At a time where you want place event click by mous...

This wizard will show you how one of the ways to create and use Deals (or Sales Opportunity) in Atollon. Open Projects & Folders Deals are one of the types of projects that can be created. Move cursor to Atollon icon (top-left) and then click on ...

Main source of data for billing are Billing Items. They represent any service or product to be charged in period of Billing Date to the client. Billing Items are used to charge mainly the following products / services: Any budgeted items (items converted ...

Draft Invoices Approvals Draft invoices are generated automatically (overnight) to help you get idea about your current invoicing to be sent to your clients. Using quick filter "For Approval" you can display only invoices that need your attention. These in...

Create New Invoice Below is the explanation of ad-hoc invoice creation. If you want to explain Time Sheet invoicing, go to Time Sheet help. If you want to explain more complex billing, go to Billing help. There are several steps to be done to create new in...

Work Contracts Work contracts are used to set several financial, management accounting & time sheet valuation criteria for user's employment / work relationship with the Organization. Each worker (user) should have VALID work contract in case you want ...

Communication Channels Currently supported communication channels in Atollon are: e-mail, sms, phone call, event, task, document & internal notice. These communication channels will be extended in the future releases of Atollon. E-mail E-mail is sent an...

Contacts Main Window Contacts are split to company and person within Atollon. You can create them separately, but it is possible to link person with company using contact relationships. Contacts database is used to store primary contact information (e-mails,...

Documents are used to store and share revisions of files in Atollon folders. Document Listing It is possible to browse documents using Documents application in tree or list view. Document Details Each document may have description, Type, Category or Locati...

Uploading New Print Templates To open the Manage Print Templates dialog, go to Options & Tools > Manage Print Templates. Using this tool you may upload 2 types of templates: a) XHTML print template These templates are designed for the purpose of p...

Introduction Atollon Finder is the main content navigator in Atollon. Atollon stores all data in context that is visible through Finder. Finder Video Tutorial Finder Main Window First column in Finder displays filter for Folder Types, which are stored in...

Introduction See the Finder how-to in order to get more information about Finder structure. Project Setup Video Tutorial General Folder Settings Folders are containers in first level of Finder.To edit Folder Types, go to Options & Tools > Context ...

New Activity Type This guide will show you how to create Activities. Activity is container used to track Project phases or customer requests, etc. Activity may store communication, tasks, time sheet records, documents and it is possible to assign Custom Form ...

1. Create Setup Custom Form 1a. Create your Setup form: Note: use TextArea component as editor! 1b. Create and copy Data item to clipboard (i.e. myNastavovatkoValuesArea in this case) 2. Set Setup Custom Form 2a. Open ActivityPanel's Layout designer on ...

This manual will show you how to create new Contact Folder Type General Folder is key placeholder for any data in Atollon (root) context. We usually use folders to store data about client (contact folder). Some implementations may utilise folder as root enti...

This guide will take you through creating new Project Type, the entity allowing you to track part of Business Processes. Video Tutorial on Project Types Settings Create new Project Type Open Options & Tools and browse to Context Settings. here, se...

Application Projects & Folders is used to quickly report on main Finder's Folders, including General Folder, Project Folder & Activity Folder. You can easily show your potential clients, your Sales Opportunities in Presentation phase, your service con...

Cloning folders to other organization To clone folder into another organisation, there is a context menu item (in Finder), for executing this function. Click on this button will list all organizations. After selecting organisation and click "OK" button ...

There are two ways project budget may be assigned: 1.) Ad-hoc (ie coming from contractual agreement)2.) From approved Estimate We are going to discuss both options below. Open or create Project There are many ways you can create new or open existin...

In order to send invoices to your clients, you may collect source data for invoicing from Atollon Octopus Billing tool. Billing tools allows Project Managers revise what Billing Items are ready to be billed and send them for billing. Select what project Bill...