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Description Create recurring billing request. Recurring billing request is used to instruct the server to create individual instance of Billing Request, which is a source for Invoice creation.  Important Parameters amount Unit price to be charged bill...

WSDL document_library.wsdl Required parameter     id - id of saved file Example Request <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:wsdl="http://atollon.com/enterprise/wsdl"> <soapenv:Header/> &l...

There are several scenarios to use this function, based on knowledge you have about the form, where you want to save the data. FormValuesId + formItemName You may gather formValuesId from context object using get function (getFolder, getProject, getActivity)...

Message Configuration options allows you to configure different message types as per your requirements.  1. Go to Options & Tools  2. Type "message" into the text field there, the application will filter only those settings relating to messaging 3. Ch...

 In case your integration requires executing workflow actions immediately after your request, it is necessary to call CheckWorkflowQueue function that is part of features.wsdl. <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xml...

Atollon supports synchronising your calendar with your mobile device or any CalDAV compatible calendar application. Update your Atollon password In order to access your calendar using CalDAV, you need to first change your password in "Change password" dialog...

If you want to connect your iPhone calendar to Atollon, please make sure you recently changed your Atollon's user password. Below you can find a guide on how to set-up your access to Atollon calendar using iPhone. iPhone has built-in support for CalDAV, there...

Mac OS X Calendar Settings Go to Calendar > Preferences > Accounts Add new Other CalDAV Account Select Account Type: Advanced

Function that lists document in given folder. Documents can be stored in most of the folders of tree structure. Therefore any context ID (Folder, Project or Activity) may act as document placeholder = parent WSDL document_library.wsdl Example Request <s...

If you want to use Atollon CalDAV calendar API, please make sure you recently changed your Atollon's user password. Below you can find a guide on how to set-up your access to Atollon calendar using One Caledar application for Android 10. From GooglePlay app ...

Marketing triggers are used to track any activity of the contact / public user, which have some meaning in your company sales or marketing process. The example below notifies Atollon about new phone number added to contact. Atollon may therefore create call t...

New Features Service Activities New application that allows you to track all details about service activities - from customer requests, over management of service activities to (automated) billing. Service activity detail may contain many configurable ...

Global texts are used as storage of localizable text blocks, usually used in printing.  Part of translate.wsdl LANG must be EN. Below is the example of Invoice footer print. Request Example <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/so...

Description Marketing triggers are used to track any activity of the contact / public user, which have some meaning in your company sales or marketing process. Fields Description Field name Example Description baseType new-phone-number url-visit ...

Description New mail function is used to send regular e-mail from Atollon. I supports sending both plaintext and html e-mails. In case html e-mail is sent, plaintext part is generated automatically. Fields Description Field Description Example priori...

How to proceed with creating new Marketing channels:  1. Create Marketing Channel of your choice. 2. Couple the selecting Marketing Channel with appropriate Tracking Code, create New text Tracking Code when necessary and then couple them.

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...

Invoices allow you to administer several settings / features of Invoice document. If your company uses payment transactions, it is possible to add Payment journal and allow Payment button visibility on Invoice detail. The systemId com.atollon.core.admin.finan...

Description Function that takes care about administration of lists connected with Events (calendar), Tasks and Issues. Settings are administered using one function only - UpdateSchedulerSettings. Type of settings ListType Settings 1 Scheduler ...

This page provides you with the guidance, how to setup Product Attributes and how they are used in Sales Order setting, when appropriate.  Go to Options & Tools and choose Product types. The dialog will guide you through definition of different product t...