Difference between revisions of "Quick start guide to Protemos"
From Protemos Wiki
Aleksandra.d (talk | contribs) |
Aleksandra.d (talk | contribs) |
||
| Line 47: | Line 47: | ||
:::::::::[[File:For the Vendor Quick start guide click here..png|250px|link=Vendor quick start guide]] [[File:For the Vendor Quick start guide click here. (1).png|250px|link=Client quick start guide]] | :::::::::[[File:For the Vendor Quick start guide click here..png|250px|link=Vendor quick start guide]] [[File:For the Vendor Quick start guide click here. (1).png|250px|link=Client quick start guide]] | ||
| − | ::::::::::::::[[File:For the Vendor Quick start guide click here. (2).png|300px]] | + | ::::::::::::::[[File:For the Vendor Quick start guide click here. (2).png|300px]] <span style="color:#990000"> IS BEING EDITED </span style> |
{| style="width:900px" border="1" | {| style="width:900px" border="1" | ||
Revision as of 15:13, 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)
|
IS BEING EDITED
.png){kind=small}
| Taxes
|
Project templates
|
Tenders
|
| SmartCat integration
|
memoQ integration
|
TQ Auditor integration
|
| Import vendors
|
Import clients
|
Workflow
|
| Common notes
|
Custom SMTP server (free Gmail)
|
