Difference between revisions of "Customization"
| Line 29: | Line 29: | ||
- <span style="background-color:yellow"> <U> [https://cloud.protemos.com/account/reminders '''Deadline reminders'''] </U> </span> you may define if the system should notify you about problems with deadlines by email. | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/account/reminders '''Deadline reminders'''] </U> </span> you may define if the system should notify you about problems with deadlines by email. | ||
| − | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/ | + | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/account/smtp '''SMTP server'''] </U> </span> use this menu if you want emails to be sent from your server. By default, all emails are sent from Protemos head server. |
| − | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/ | + | - <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor-portal-config/view '''Vendor portal'''] </U> </span> |
for CAT tools. | for CAT tools. | ||
Revision as of 11:46, 15 March 2019
Back to the Quick Start Guide main page.
You can define lots of things in Protemos:
- Your own company account settings (account info, company logo, account deletion).
- License you can always check the status of your license or request the license via this page.
- Default settings (default time zone, currency, payment methods and terms, PDF page size, PDF page orientation, PDF locale, client invoicing manager).
- System values (your languages , services , specializations , units of measurement , and even currencies ).
- Payment methods you want your customers to use when paying to you.
- Taxes - here you can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.
- Object codes - here you can set the number of your next invoice, project, payment etc.
- Deadline reminders you may define if the system should notify you about problems with deadlines by email.
- SMTP server use this menu if you want emails to be sent from your server. By default, all emails are sent from Protemos head server.
- Vendor portal for CAT tools.
- Integrations ( ProZ.com SmartCAT you may switch them on if you are using ProZ.com and SmartCAT).
For more info on customization, please see our wiki pages or our video tutorial 40px
Back to the Quick Start Guide main page.
