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Create intranet for your employees in minutes. Atollon Lagoon Welcome widget helps you help your employees & other users focus on the most important activities. Atollon Lagoon Welcome Widget allows you to: Add any link(s) on the user's dashboard: sho...

New Project This lesson shows how to create new project for your client in simple Client > Project Finder structure. Open Finder to locate your client You can open Finder either clicking Finder icon in Atollon Toolbar or using Application Launche...

This tutorial shows you how to create new task, assign it to solver & show the solver how to accept or reject the task. Open Tasks Application First go to Atollon Applications menu & open Tasks. Optionally, only move mouse over Tasks icon in ...

This lesson's aim is to provide easy help to end users to enter their Time Sheet in Atollon. Open Time Sheet Application from Atollon menu Go to Atollon menu (top left corner) and click on Time Sheet icon. The applications menu may display different ...

This is your quick start guide to Atollon. Explore. Do not get scared by deep forest :-) Login to Atollon: Switch Language Before the actual login, you may switch application language. Once you switch to your desired language of Atollon, you may refresh the ...

Do you want to send your partners information that you are not available now? Go to Options & Tools > Mailboxes Allow Auto-response First select mailbox (yes, you can have more mailboxes), then allow Auto response and write your message. In t...

How to Add/Remove Dashboard Widgets? It is quite easy! Follow this manual: After you click on plus (1) you'll get widget menu on right side (2). Choose widgets you would like to have on your dashboard, drag&drop them into Dashboard (3). How to Adj...

This tutorial shows the way how to enter regular project expenses. Project expenses may be entered using Time Sheet / Expense Sheet application or using Received Invoices. Add new project Expense Open the project, where you would like to enter new e...

This lesson shows how to track time based on tasks assigned to Solvers. Atollon Time Tracker is used to measure time spent on solving tasks. Time measured by Time Tracker is entered into Time Sheet. It is adviced to confirm the resulting every day using Time ...

Some of our customers running Atollon using Adobe Air on Mac OS X Catalina have experienced the following issue: “Adobe AIR.framework” is damaged and can’t be opened. If you recently upgraded to Mac OS X Catalina, you may have this issue. You can resolve it ...

Message templates are used mainly in connection with sending e-mails to your clients, prospects or partners. Message template may be used when sending individual e-mail correspondence. Message template is required when sending Mass Mail. Message template is h...

Atollon provides you with personalised mass mail feature. Don't ever send unpersonal mass mail. See how to work with this feature:

Add Group Category Group Category is container for storing several contacts (distribution) groups. It is particularly useful once you have too many contact groups. Advanced Access Rights Only authorized users may add new Group Category. The rights are defi...

Atollon allows you to set-up what applications users will see in the Application Launcher & what favourite applications would appear in the Toolbar. See below how to adjust the visibility of apps & set favourite apps. Run Application Settings ...

Form Settings tool allows you to configure what fields are used (visible) on New contact form(s), both Company & Person or Invoice Issued. System administrators (users that are "admins") with the appropriate access rights may configure the visibility &amp...

About Groups & Roles is utility that allows you to create Groups (or Roles) of users. This functionality works mainly to set-up system access rights. Using groups, you assign access rights to users in that group. Once you assign right to the (Access) Grou...

Workflow Action is main building block of Workflow module, which is part of Atollon Professional Edition. There are several Types of Actions that may be executed by Atollon Trolls during workflow process (ie Create Task, Run another Action, Create Activity, et...

Workflow Filters are used to set-up conditions under which Workflow is executed. One of the methods to filter objects, which need to fulfill specified conditions to be part of Workflow scenario is to match with Workflow filter. Workflow filter is pre-set view ...

User Profiles set Atollon user interface to default state, in which it reflect needs of user's organization role. Each Profile may be associated with one application Preset. Each Atollon application may have one or more Presets. Preset holds any settings that...

System registers is a feature available to developers to save System / Organization / Profile or User settings. When the user gathers any saved configuration of module layout or other settings, she gets the registry information, which is the closest to her Reg...