Difference between revisions of "Quick start guide to Protemos"
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| " valign="top" align="center" |'''Dashboard''' <br> <br>[[File:1ag.png|60px|link=Dashboard]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]] | | " valign="top" align="center" |'''Dashboard''' <br> <br>[[File:1ag.png|60px|link=Dashboard]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]] | ||
| + | | " valign="top" align="center" | '''Email templates'''<br> <br>[[File:1ag.png|60px|link=Email templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]] | ||
| + | | " valign="top" align="center" | ''''''<br><br>[[File:1ag.png|60px|link=]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]] | ||
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Revision as of 12:57, 26 February 2021
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 |
Messages |
To-dos |
| Dashboard |
Email templates |
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