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This features allows you delegate invoice creation to sales people In case you want to delegate process of creating invoices down to sales people, there is an option.  Usually, during sales process, sales people need to focus on sales, not administration.  ...

New Features Calendar CalDAV access now supports read/write mode - you can use your calendar on CalDAV compatible device - that means iPhone, Apple Calendar natively and other calendars using many CalDAV plugins available for Android, MS Outlook, etc. ...

See the scheme below to find out how the Billing Rules convert billing sources (Time Sheet & Billing Items) into Draft Invoice. Each Billing Rule is a definition for one or more draft invoices to be created. Billing Sources Billing Items The Draft ...

Atollon desktop - Uninstall Win App 1) Uninstall the application - regular attempt to remove a) uninstall via WIndows (if msi) (Add or remove programs) or C:\Program Files (x86)\Atollon\Uninstall.exe (if installation via .exe) or delete complete folder C...

Atollon Directory Access Rights in Atollon server are based on tree-hierarchical structure. See the attached document for the Atollon Directory scheme. Roles Role is Access Rights entity that can be assigned to users in connection to Folder (Account) or Pro...

General Tasks, Events and Time Sheet records have rights calculated by combination of rights to context (Folder, Project or Activity on which the Task is stored) and rights of User's Event, Task, TS rights. s Rights to User's Events, Tasks, Time Sheet Each ...

Basic Contacts Configuration Most of the contacts lists are configurable, you can add/remove particular records of the following system fields: Language (Preferred communication language) Category (Any record, without special meaning) Contact Source (Wher...

Video Tutorial on Custom Forms Use cases There are 3 basic use cases (and 1 deprecated), how does the bussiness object hold the reference to the data in custom form structure. There is a reason behind the diffenrence and it is important to understand them....

Since web version of form designer, custom forms bring custom scripting, which is pretty powerfull feature. It is evolving part of application, based on needs of our clients, so there is no definite state of this feature. Scripting is pretty straitforward and ...

Service level This document define the categories of client requests to the helpdesk and their classification based on their nature and definition of their chargeability in relation to the client and a service contract. 1. Bugs in application (bug zone) F...

Template implementations have some of the access rights preconfigured. Any other access rights may be customised for individual client's needs. User vs. Group Access Rights When defining new access rights, please rather use Groups instead of Users. Users and...

Each Invoice has it's own ACL (information about who can access the record). That means, each individual Invoice may have different access rights. This behavior is used when sending Invoice for approval. Each approving user is automatically assigned appropriat...

It is necessary to set-up Finance Settings, once you want to use Estimates, Invoices or Orders. Set-up Journals Options & Tools > Finance > JournalsAdd all journals that are necessary, minimal supported set is: Issued Invoice Received Order Re...

Atollon Generic reports provide users with tool to create view on system data. The benefit of reporting, compared to online views, is that you can include various data fields across the whole system and combine for example: projects with messages clients wi...

We display settings in Options & Tools menu based on user access rights to particular setting. The following list describes most of the setting options and what rights the user must have to see these settings. This information is necessary for administrato...

Tabs on Contact Folder Detail, Project Detail are customized using Activity Panel Settings. Due to high robustness and customization options, there are several steps that need to be done in order to fully customize Project's or Contact Types's Tabs. Set-up Us...

Sending Task Notifications You can select message template and type of message (supported types are notice and message in present). Users from contact is available for email, becauce notice can not be sent to them. In message template you can use specific m...

Notice: this function is currently NOT SUPPORTED. Documentation here is used for future reference. Interactive actions are actions, that need user's interaction or user needs to be informated about something. Example 1 After creating project in some clients...

Workflow is automatization of processes in system. Basic priciple How does it work? Workflow functionality uses server module that is watching change (create,update) on objects. If some change matches with workflow setting, workflow will run it's actions. ...

This page contains list of objects, that can be used in workflow as source of actions. Some objects in system are represented by the same object in workflow like Event and Task. First level of list is module, second is object, the third is the definition of ...