Difference between revisions of "Quick start guide to Protemos"
From Protemos Wiki
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| − | |1. " valign="top" align="center" | '''1.Create Account''' <br> <br> [[File:Wiki reference.png|40px|link=Create Account]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=zOHW3VtfuaE]] | + | |1. " valign="top" align="center" | '''1.Create Account''' <br> <br> [[File:Wiki reference.png|40px|link=Create Account]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=zOHW3VtfuaE]] |
| − | |2. " valign="top" align="center" | '''2.Create/import clients''' <br> <br> [[File:Wiki reference.png|40px|link=Create/import clients]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=zOHW3VtfuaE]] | + | |2. " valign="top" align="center" | '''2.Create/import clients''' <br> <br> [[File:Wiki reference.png|40px|link=Create/import clients]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=zOHW3VtfuaE]] |
| − | |3. " valign="top" align="center" | '''3.Create/import vendors''' <br> <br> [[File:Wiki reference.png|40px|link=Create/import vendors]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=zOHW3VtfuaE]] | + | |3. " valign="top" align="center" | '''3.Create/import vendors''' <br> <br> [[File:Wiki reference.png|40px|link=Create/import vendors]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=zOHW3VtfuaE]] |
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| − | |4. " valign="top" align="center" | '''4.Create project''' <br> <br> [[File:Wiki reference.png|40px|link=Create project]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=zOHW3VtfuaE]] | + | |4. " valign="top" align="center" | '''4.Create project''' <br> <br> [[File:Wiki reference.png|40px|link=Create project]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=zOHW3VtfuaE]] |
| − | |5. " valign="top" align="center" | '''5.Assign jobs''' <br> <br> [[File:Wiki reference.png|40px|link=Assign jobs]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]] | + | |5. " valign="top" align="center" | '''5.Assign jobs''' <br> <br> [[File:Wiki reference.png|40px|link=Assign jobs]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]] |
| − | |6. " valign="top" align="center" | '''6.Issue invoices''' <br> <br> [[File:Wiki reference.png|40px|link=Issue invoices]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]] | + | |6. " valign="top" align="center" | '''6.Issue invoices''' <br> <br> [[File:Wiki reference.png|40px|link=Issue invoices]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]] |
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|7. " valign="top" align="center" | <U> [https://cloud.protemos.com/client-payment/index'''7.Record payments'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Recording payments]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]] | |7. " valign="top" align="center" | <U> [https://cloud.protemos.com/client-payment/index'''7.Record payments'''] </U> <br> <br> [[File:Wiki reference.png|40px|link=Recording payments]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=NGp2p4vFWW8]] | ||
Revision as of 16:36, 25 July 2017
Quick start guide to protemos
| 1.Create Account 40px 40px |
2.Create/import clients 40px 40px |
3.Create/import vendors 40px 40px |
| 4.Create project 40px 40px |
5.Assign jobs 40px 40px |
6.Issue invoices 40px 40px |
| 7.Record payments 40px 40px |
8.Generate reports 40px 40px |
9.Quotes 40px 40px |
| 10.Filters and search 40px 40px |
11.Export data 40px 40px |
12.Alerts and notifications 40px 40px |
| 13.Users and access 40px 40px |
14.Customization 40px 40px |
15.Licenses 40px 40px |
