Difference between revisions of "Quick start guide to Protemos"
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Revision as of 14:51, 21 May 2020
For a brief system overview, please check this video: 40px
All the icons are clickable
| 1.Create Account 40px  40px
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2.Create/import clients 40px 40px
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3.Create/import vendors (for Enterprise version) 40px 40px
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| 4.Create project 40px 40px
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5.Assign jobs (for Enterprise version) 40px 40px
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6.Issue invoices 40px 40px
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| 7.Record payments 40px 40px
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8.Generate reports 40px 40px
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9.Quotes 40px 40px
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| 10.Filters and search 40px 40px
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11.Export data 40px 40px
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12.Alerts and notifications 40px 40px
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| 13.Managers and access 40px 40px
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14.Customization 40px 40px
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15.Licenses (for Enterprise version) 40px 40px
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For the Vendor quick start guide, please click here.
Advanced options - this table is being edited
| Taxes 40px 40px
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Project templates 40px 40px
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Tenders 40px 40px
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| SmartCat integration 40px 40px
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memoQ integration 40px 40px
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TQ Auditor integration 40px 40px
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| Import vendors 40px 40px
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Import clients 40px 40px
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40px 40px
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