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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 ...

See below guide to arrange a meeting (calendar event, presentation, etc.) and write meeting notes from event. New event 1) Open and navigate to the calendar day on which you want create a new event2) At a time where you want place event click by mous...

This wizard will show you how one of the ways to create and use Deals (or Sales Opportunity) in Atollon. Open Projects & Folders Deals are one of the types of projects that can be created. Move cursor to Atollon icon (top-left) and then click on ...

Main source of data for billing are Billing Items. They represent any service or product to be charged in period of Billing Date to the client. Billing Items are used to charge mainly the following products / services: Any budgeted items (items converted ...

Draft Invoices Approvals Draft invoices are generated automatically (overnight) to help you get idea about your current invoicing to be sent to your clients. Using quick filter "For Approval" you can display only invoices that need your attention. These in...

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...

Work Contracts Work contracts are used to set several financial, management accounting & time sheet valuation criteria for user's employment / work relationship with the Organization. Each worker (user) should have VALID work contract in case you want ...

Communication Channels Currently supported communication channels in Atollon are: e-mail, sms, phone call, event, task, document & internal notice. These communication channels will be extended in the future releases of Atollon. E-mail E-mail is sent an...

Contacts Main Window Contacts are split to company and person within Atollon. You can create them separately, but it is possible to link person with company using contact relationships. Contacts database is used to store primary contact information (e-mails,...

Documents are used to store and share revisions of files in Atollon folders. Document Listing It is possible to browse documents using Documents application in tree or list view. Document Details Each document may have description, Type, Category or Locati...

Uploading New Print Templates To open the Manage Print Templates dialog, go to Options & Tools > Manage Print Templates. Using this tool you may upload 2 types of templates: a) XHTML print template These templates are designed for the purpose of p...

Introduction Atollon Finder is the main content navigator in Atollon. Atollon stores all data in context that is visible through Finder. Finder Video Tutorial Finder Main Window First column in Finder displays filter for Folder Types, which are stored in...

Introduction See the Finder how-to in order to get more information about Finder structure. Project Setup Video Tutorial General Folder Settings Folders are containers in first level of Finder.To edit Folder Types, go to Options & Tools > Context ...

New Activity Type This guide will show you how to create Activities. Activity is container used to track Project phases or customer requests, etc. Activity may store communication, tasks, time sheet records, documents and it is possible to assign Custom Form ...