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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...

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...

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 ...

Description Create billing request. Billing request is used as a source for creating new invoice. That invoice can be created manually from Billing Invoices, using Draft Invoice generation or using one-off function CreateInvoicesFromItems.  Important Paramet...

New features Call centre app Brand new tool to increase performance of sales or marketing team members Easy address editing Full customization of lead detail to target group Campaign setup automation to quickly create target group of individuals Customi...

New Features Deals New application view for tracking sales activity, includes (above other improvements) clear indication about next step or marketing activity in your sales progress E-mail and print templates It is possible to setup custom print te...

Print tool for users From users perspective, print dialog allows generating and distributing documents from Atollon using e-mail or internal communication, or just storing into the context or generating for printout. Print any context data This function all...

New Features General Now Atollon may be white-labeled in Ultimate Edition (top left logo may be replaced for company logo) Reporting Brand new tool for exporting spreadsheets to XLSx format, nicely formatted It is possible to send report by e-mail New...

The preffered way to send data into system is send them into CV inbox, which is done by the request described below.  Sending candidate into CV inbox New candidates (for example reactions from web advertisement) should be sent into atollon by channel for dat...

By default user can see only folders from organization where he is logged in. In case of viewing folders from organization A within another organization, he must switch back to organization A. To allow user to list folders from another organization without swi...

New Features General Release of Atollon for Android beta version to Google Play Store - all functionality available for tablets, work-in-progress on mobile phones All Atollon functions running, step-by-step redesigning app to be responsive Responsive mob...

Part of translate.wsdl Sample Request <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:wsdl="http://atollon.com/enterprise/wsdl"> <soapenv:Header/> <soapenv:Body> <wsdl:ListLanguages> ...

Description Function listing basic contact configuration items / lists. Important Parameters list contacttype industry nationality companylegalform category department position addresstype relationtype_p (person) relationtype_c (company) ...

New Features Workflow New plugin: Context Messages It is possible to automate and send any notification in rich text (HTML) format based on changes in context - to both internal users and clients. Ie after client is created / project (deal) updated / acti...