Difference between revisions of "Quick start guide to Protemos"

Revision as of 11:12, 21 October 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)

@@ Line 71: / Line 71: @@
   | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:1ag.png|60px|link=Project details, Workflow tab]]   [[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/L7D0pmtKJS0]]
+|- style="height:100px"
+ | " valign="top" align="center" |''' Common notes''' <br> <br> [[File:1ag.png|60px|link=Common notes]]   [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=]]
+ | " valign="top" align="center" | '''Messages'''<br> <br> [[File:1ag.png|60px|link=Messages]]   [[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=]]
   |}