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Atollon allows you to set-up what applications users will see in the Application Launcher & what favourite applications would appear in the Toolbar. See below how to adjust the visibility of apps & set favourite apps. Run Application Settings ...

Form Settings tool allows you to configure what fields are used (visible) on New contact form(s), both Company & Person or Invoice Issued. System administrators (users that are "admins") with the appropriate access rights may configure the visibility &amp...

About Groups & Roles is utility that allows you to create Groups (or Roles) of users. This functionality works mainly to set-up system access rights. Using groups, you assign access rights to users in that group. Once you assign right to the (Access) Grou...

Workflow Action is main building block of Workflow module, which is part of Atollon Professional Edition. There are several Types of Actions that may be executed by Atollon Trolls during workflow process (ie Create Task, Run another Action, Create Activity, et...

Workflow Filters are used to set-up conditions under which Workflow is executed. One of the methods to filter objects, which need to fulfill specified conditions to be part of Workflow scenario is to match with Workflow filter. Workflow filter is pre-set view ...

User Profiles set Atollon user interface to default state, in which it reflect needs of user's organization role. Each Profile may be associated with one application Preset. Each Atollon application may have one or more Presets. Preset holds any settings that...

System registers is a feature available to developers to save System / Organization / Profile or User settings. When the user gathers any saved configuration of module layout or other settings, she gets the registry information, which is the closest to her Reg...

Usually checking Time Sheet entries by managers when preparing work reports for clients is time consuming due to checking contents of the reports (their texts). Standard texts are used to speed-up & improve quality of Time Sheet records data entry. When u...

Tracking Categories are used as controlling variables through-out the whole system, where your organzation may gather some financial data, such as projects, time sheet, expenses, invoices (received/issued), orders (issued/received), estimates, etc. There are ...

This page provides you with overview about Atollon Users database. You can filter for Power Users or External Users, as well as look-up users by their (Access) Groups or Roles. Create New User You can create new user based on any (existing) User Template. ...

User Templates allow you predefine newly created User's settings. Change in User template does not have any effect on users that were created based on the selected template, they are just helpful when creating new users (so you don't have to reinvent the wheel...

New Workflow Properties Workflow Title: give your Workflow some descriptive name. Description: it is useful, don't be lazy to add it here, after some time you will see that it's useful. Workflow is Active: Yes/No When is the Workflow Triggered? At Update ...

Work Price List Work Price List is used to assign price or cost to Time Sheet records that represent work performed by Islander on given project or client. Work Price List Details Price List Validity Each Work Price List may have different prices defined f...

The Form Designer is interfaced for management and creating a new form in folders. Atollon has most of the tools and forms ready for use, but in Form Designer, you can make other forms, or move with the objects in the forms.  Working with Form Designer Most ...

Below mentioned examples / scenarios present only the most common reporting usage. Show Clients Overview In new report, select at least reporting criteria Account and field Name. Press (x) in Show in results column at this criteria. Because system may conta...

Export / Print Functions Enable / disable export / print function It is possible to disable export / print functions from Reporting. You can change these options in User Settings (Options & Tools > Users). In advanced options, check / uncheck the opti...

Is store all contact information about applicant, incl. his/her profile and evaluation, storage of document in the form of a CV or connected files. Atollon recognizes document content to enable full-text CV search. All data about applicants are accessible ...

Atollon Recruitment offers various ways how to search the most appropriate applicants for vacancy. It is possible to search applicants using AND/OR criteria, comprising complete applicant profile (incl. content of attached documents). Smart search engine re...

Special project which system creates automatically when you consider applicant for open vacancy. The functionality enables to track status of individual applicants for particular vacancies. You can check where candidate was presented and what was the result o...

Manage your recruitment process Create new Position / Vacancy, specify requirements Search for suitable applicants or publish position on website Watch applicants going through selection procedure Place best talent Invoice for placement Communic...