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1. Create Setup Custom Form 1a. Create your Setup form: Note: use TextArea component as editor! 1b. Create and copy Data item to clipboard (i.e. myNastavovatkoValuesArea in this case) 2. Set Setup Custom Form 2a. Open ActivityPanel's Layout designer on ...

This manual will show you how to create new Contact Folder Type General Folder is key placeholder for any data in Atollon (root) context. We usually use folders to store data about client (contact folder). Some implementations may utilise folder as root enti...

This guide will take you through creating new Project Type, the entity allowing you to track part of Business Processes. Video Tutorial on Project Types Settings Create new Project Type Open Options & Tools and browse to Context Settings. here, se...

Application Projects & Folders is used to quickly report on main Finder's Folders, including General Folder, Project Folder & Activity Folder. You can easily show your potential clients, your Sales Opportunities in Presentation phase, your service con...

Cloning folders to other organization To clone folder into another organisation, there is a context menu item (in Finder), for executing this function. Click on this button will list all organizations. After selecting organisation and click "OK" button ...

There are two ways project budget may be assigned: 1.) Ad-hoc (ie coming from contractual agreement)2.) From approved Estimate We are going to discuss both options below. Open or create Project There are many ways you can create new or open existin...

In order to send invoices to your clients, you may collect source data for invoicing from Atollon Octopus Billing tool. Billing tools allows Project Managers revise what Billing Items are ready to be billed and send them for billing. Select what project Bill...

Create intranet for your employees in minutes. Atollon Lagoon Welcome widget helps you help your employees & other users focus on the most important activities. Atollon Lagoon Welcome Widget allows you to: Add any link(s) on the user's dashboard: sho...

New Project This lesson shows how to create new project for your client in simple Client > Project Finder structure. Open Finder to locate your client You can open Finder either clicking Finder icon in Atollon Toolbar or using Application Launche...

This tutorial shows you how to create new task, assign it to solver & show the solver how to accept or reject the task. Open Tasks Application First go to Atollon Applications menu & open Tasks. Optionally, only move mouse over Tasks icon in ...

This lesson's aim is to provide easy help to end users to enter their Time Sheet in Atollon. Open Time Sheet Application from Atollon menu Go to Atollon menu (top left corner) and click on Time Sheet icon. The applications menu may display different ...

This is your quick start guide to Atollon. Explore. Do not get scared by deep forest :-) Login to Atollon: Switch Language Before the actual login, you may switch application language. Once you switch to your desired language of Atollon, you may refresh the ...

Do you want to send your partners information that you are not available now? Go to Options & Tools > Mailboxes Allow Auto-response First select mailbox (yes, you can have more mailboxes), then allow Auto response and write your message. In t...

How to Add/Remove Dashboard Widgets? It is quite easy! Follow this manual: After you click on plus (1) you'll get widget menu on right side (2). Choose widgets you would like to have on your dashboard, drag&drop them into Dashboard (3). How to Adj...

This tutorial shows the way how to enter regular project expenses. Project expenses may be entered using Time Sheet / Expense Sheet application or using Received Invoices. Add new project Expense Open the project, where you would like to enter new e...

This lesson shows how to track time based on tasks assigned to Solvers. Atollon Time Tracker is used to measure time spent on solving tasks. Time measured by Time Tracker is entered into Time Sheet. It is adviced to confirm the resulting every day using Time ...

Some of our customers running Atollon using Adobe Air on Mac OS X Catalina have experienced the following issue: “Adobe AIR.framework” is damaged and can’t be opened. If you recently upgraded to Mac OS X Catalina, you may have this issue. You can resolve it ...

Message templates are used mainly in connection with sending e-mails to your clients, prospects or partners. Message template may be used when sending individual e-mail correspondence. Message template is required when sending Mass Mail. Message template is h...

Atollon provides you with personalised mass mail feature. Don't ever send unpersonal mass mail. See how to work with this feature:

Add Group Category Group Category is container for storing several contacts (distribution) groups. It is particularly useful once you have too many contact groups. Advanced Access Rights Only authorized users may add new Group Category. The rights are defi...