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CreateProjectItem
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...
Atollon Innovations 2021 (week 8)
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...
Atollon Innovations 2021 (week 22)
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...
ContactFormRequest Service
Description This service is used to simplify entering basic web forms into Atollon. In Atollon, it's possible to add more complex business logic based on request type and it's parameters. Web developers are let go of understanding Atollon blackbox. Request ...
Print and document generation
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...
Atollon Innovations 2021 (week 33)
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...
Sending applicants to Atollon
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...
Multi-organization folder view
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...
Design and test print templates
In case you would like to modify or add your own unique print templates, you can use tool that will speed-up the development and testing process. Printing consists of: Print data - JSON file that contains information in structured form that may be printed...
Atollon Innovations 2022 (week 6)
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...
ListLanguages
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> ...
How to print header & footer
One way is using html table (see attached file). But it does not print last footer on the bottom of the page.
ListContactList
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) ...
Atollon Innovations 2022 (week 22)
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...
Atollon Innovations 2022 (week 33)
New Features Installed Technology It is now possible to track technology installed at client's premises or used in sales process (rented / temporarily provided) Print MS Word Document to PDF It is possible to send or print MS Word document in PDF f...
Crawler Import Service
Description This service is used to simplify importing data to ATOLLON. In ATOLLON, it's possible to add more complex business logic based on request type and it's parameters. External developers are let go of understanding ATOLLON's blackbox. Request POST ...
Atollon Innovations 2022 (week 49)
New Features User Preferences Several features to make user's life with ATOLLON easier added, incl. possibility to set default application that is open after login. You can select any popular app (Communication, Tasks, Time Sheet, Invoices, ...) or you can...
Setup Weekly Reporting
Introduction Weekly reports are Report packs (set of generic reports) sent to Contact group of users in predefined frequency. The frequency is defined using Timer service that runs workflow plugin Report generator configured to your needs. Tools used ...
ModifyProjectItemValues
8 metod nastavení cen položek kufříku SetPurchaseByMargin z: Unit Sales Price a Margin Změna nákupní jednotkové ceny na základě zadané marže, vychází z jednotkové ceny prodejní. purchase_price = amount x (1 - value) SetPurchaseByMar...
CreateEvent
WSDL scheduler.wsdl Related Services GetSchedulerSettings Contains several configurations of lists, incl. Solution Status and Type of Work (entryType) used in creating New Event. Please note that Solution Status should be selected based on Type of work and...