Search
Related topics are listed below.
How can I transfer address data?
Use Cases » ADDRESSES » How can I transfer address data?
TEAMBOX offers two ways of using address data on devices. LDAP requires an active internet connection to request the address data live from the server without transferring it to the device; CardDAV transfers the data to the device and saves it locally. PLEASE…
How can I request address data via LDAP?
Use Cases » ADDRESSES » How can I transfer address data? » How can I request address data via LDAP?
General LDAP (i.e. Lightweight Directory Access Protocol) provides a simple way to request and use address data such as phone numbers, email addresses etc. from TEAMBOX using you PIM (= Personal Information Manager, e.g. Outlook, Entourage, Apple contacts, Apple…
Recurring invoice
Use Cases » FINANCES » Recurring invoice
GENERAL This feature enables you to schedule recurring invoices in the system which will then be generated based on the defined frequency or for the defined, fixed date. You can either define partially billed amounts for cost estimates (in total, these partial sums…
How can I transfer address data via CardDAV?
Use Cases » ADDRESSES » How can I transfer address data? » How can I transfer address data via CardDAV?
General Using CardDAV means that address data from TEAMBOX can be transferred to CardDAV-friendly devices, such as devices operating with Mac OSX. Windows clients only support CardDAV in combination with EMClient (email client and calendar software for Windows…
How can I customize my TEAMBOX cockpit/start page?
Use Cases » GENERAL » How can I customize my TEAMBOX cockpit/start page?
General information When you navigate to the TEAMBOX main page (i.e. “cockpit”), you might see several info boxes (i.e. “widgets”) which display core information/functionalities or glimpses into larger data sets for several TEAMBOX…
Collective invoice as PDF
Use Cases » FINANCES » Outgoing invoice » How can I create a collective invoice? » Collective invoice as PDF
General information All details (i.e. all positions, subheadings and subtotals) *) can be displayed/printed If subheadings and subtotals have been already added when creating an estimate, the option “Add Subtitle and Total” should not be used Using the…
How can I create a third-party invoice?
Use Cases » FINANCES » Incoming invoice » How do I create a new incoming invoice? » How can I create a third-party invoice?
General information Usually, a third-party invoice is created if the agency offers the services provided by a supplier as part of an estimate, but if the client pays the supplier him-/herself. Subsequently, the third-party service and cost is not included in the…
What other information can I access from the main navigation bar?
Use Cases » GENERAL » What other information can I access from the main navigation bar?
Steps Enter a name (e.g. last name) in the “Address search” (no 1) => You are taken to the contact details page (for any matching contact) or to “Addresses” > “Quick search” (when there are no matches) Click the question mark…
How can I create staff expense bills and add relevant receipts?
Use Cases » EMPLOYEES » How can I create staff expense bills and add relevant receipts?
Steps Go to “Employees“ > “Staff expense“ At the end of the page, click “New billings“ => A new window called “Staff expense“ has opened up Optionally, you may change the issuing “Employee“, “Date“ or “Description“ Click “Save“ =>…
How can I create a collective invoice?
Use Cases » FINANCES » Outgoing invoice » How can I create a collective invoice?
General information Once a collective invoice has been activated, partial billing of estimates (example: taking over only 40%) is not possible any more If you’re interested in adding this feature, then please contact support@teambox.eu Collective…
How can I generate address labels?
Use Cases » ADDRESSES » How can I generate address labels?
Please note This feature is not part of your standard TEAMBOX installation package, but can be integrated and customized to your system. Depending on your use case, the customization may feature mass address label exports for multiple contacts or individualized…
Welcome
Welcome
TEAMBOX.Help is structured in the following areas: First Steps Here is a brief overview of the most important first steps involved in using the TEAMBOX Use Cases Various use cases are answered based on possible questions The keyword search can…