Difference between revisions of "Quick start guide to Protemos"
From Protemos Wiki
Aleksandra.d (talk | contribs) |
Aleksandra.d (talk | contribs) |
||
| Line 24: | Line 24: | ||
|10. " valign="top" align="center" | <U> [[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Filters and search]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/-7G5FaHQ31Y]] | |10. " valign="top" align="center" | <U> [[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Filters and search]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/-7G5FaHQ31Y]] | ||
|11. " valign="top" align="center" | <U> [[Export data|'''11.Export data''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/X5e4Raf8IqY]] | |11. " valign="top" align="center" | <U> [[Export data|'''11.Export data''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/X5e4Raf8IqY]] | ||
| − | |12. " valign="top" align="center" | <U> [[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Alerts and notifications]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/ | + | |12. " valign="top" align="center" | <U> [[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Alerts and notifications]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/EFSjwviYtz8]] |
|- style="height:100px" | |- style="height:100px" | ||
Revision as of 08:15, 11 May 2020
For a brief system overview, please check this video: 40px
All the icons are clickable
| 1.Create Account 40px  40px
|
2.Create/import clients 40px 40px
|
3.Create/import vendors (for Enterprise version) 40px 40px
|
| 4.Create project 40px 40px
|
5.Assign jobs (for Enterprise version) 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.Managers and access 40px 40px
|
14.Customization 40px 40px
|
15.Licenses (for Enterprise version) 40px 40px
|
For the Vendor quick start guide, please click here.
Advanced options - this table is being edited
| 1. Taxes 40px 40px
|
2. Project templates 40px 40px
|
3. Tenders 40px 40px
|
| 4. SmartCat integration 40px 40px
|
5. memoQ integration 40px 40px
|
6. TQ Auditor integration 40px 40px
|
