Difference between revisions of "Quick start guide to Protemos"

Revision as of 13:04, 11 June 2020

For a brief system overview, please check this video:

All the icons are clickable

1.Create Account	2.Create/import clients	3.Create/import vendors (for Enterprise version)
4.Create project	5.Assign jobs (for Enterprise version)	6.Issue invoices
7.Record payments	8.Generate reports	9.Quotes
10.Filters and search	11.Export data	12.Alerts and notifications
13.Managers and access (for Enterprise version)	14.Customization	15.Licenses (for Enterprise version)

Taxes	Project templates	Tenders
SmartCat integration	memoQ integration	TQ Auditor integration
Import vendors	Import clients	Workflow
Common notes	Custom SMTP server (free Gmail)	Custom SMTP server (G-suite)

@@ Line 71: / Line 71: @@
   | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/Project_details,_Workflow_tab]]   [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/L7D0pmtKJS0]]
+|- style="height:100px"
+ | " valign="top" align="center" | ''' Common notes'''<br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/Common_notes]] [[image:Empty square.jpg|20px|link=]]  [[File:YT client.png|60px|link=]]
+ | " valign="top" align="center" |'''Custom SMTP server''' <br>(free Gmail) <br> [[File:WK cl.png|60px|link=]]   [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=]]
+ | " valign="top" align="center" | '''Custom SMTP server'''<br> (G-suite) <br> [[File:WK cl.png|60px|link=]]   [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=]]
   |}