Difference between revisions of "Quick start guide to Protemos"
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<BIG> For the '''Vendor quick start guide''', please '''<U> [[Vendor quick start guide|click here]]</U>'''.</BIG> | <BIG> For the '''Vendor quick start guide''', please '''<U> [[Vendor quick start guide|click here]]</U>'''.</BIG> | ||
| + | <BIG> For the '''Client quick start guide''', please '''<U> [[Client quick start guide|click here]]</U>'''.</BIG> | ||
<BIG>'''Advanced options'''</BIG> <span style = "color:red"> '''- this table is being edited''' </span> | <BIG>'''Advanced options'''</BIG> <span style = "color:red"> '''- this table is being edited''' </span> | ||
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Revision as of 11:00, 28 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.
For the Client 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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Workflow 40px 40px
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