How To: Upload general terms and conditions
Many companies like to add their general terms and conditions to their invoices and quotations. In Teamleader you can do this automatically, so that you d...
Wed, 6 Jun, 2018 at 4:04 PM
How To: Setting an own domain name when sending email in Teamleader
Sending an email from within Teamleader is quick and easy, even if it’s only an invoice or a meeting confirmation. All of these emails will be sent fro...
Tue, 17 Apr, 2018 at 3:44 PM
How To: Setting a signature for outgoing emails
Give your email an extra touch with a signature. Keep in mind that this is a general signature for the whole department. So do not include any personal ...
Wed, 7 Feb, 2018 at 4:34 PM
FAQ: How can I edit the font of my signature for outgoing emails?
When you navigate to Settings > Email layout > Layout for outgoing email, you can set a signature for outgoing emails. You can embed pictures,...
Thu, 25 Jan, 2018 at 3:36 PM
FAQ: Can I work with different departments?
Does your company consist of different departments? Would you like to keep them separated to a certain extent? Or perhaps you own two companies, but yo...
Tue, 17 Apr, 2018 at 11:39 AM
FAQ: Can I set an automatic time-out/ log-out?
If you tend to forget to logout of your account when you do not use it, it might be useful to set an automatic logout to make sure your data stays safe....
Thu, 21 Dec, 2017 at 2:23 PM
FAQ: How do I change the background of Projectcloud?
You can do this by navigating to Settings > Cloudplatforms. The ideal size of your picture in JPG format is 1920x1080 px.
Thu, 21 Dec, 2017 at 4:31 PM
How To: Creating a custom field in Teamleader
By default, Teamleader offers a variety of fields to enter information on every level: contacts, companies, deals, invoices, projects, tasks, etc. Neve...
Thu, 15 Mar, 2018 at 4:07 PM
FAQ: What do the settings of a custom field stand for?
Custom fields offer a way to personalize Teamleader. We offer several standard fields in each module, but we know that processes can differ for everyon...
Fri, 13 Apr, 2018 at 2:58 PM
FAQ: How can I order my custom fields?
By default, the custom fields within one part are ordered alphabetically. However, in case you would want to set up a certain order, then Teamleader off...
Wed, 24 Jan, 2018 at 5:29 PM
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