Difference between revisions of "Protemos add-on to Gmail"
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=='''Step-by step instruction on how to start using the add-on'''== | =='''Step-by step instruction on how to start using the add-on'''== | ||
Revision as of 14:51, 21 January 2022
This page is not completed yet.
Contents
Step-by step instruction on how to start using the add-on
Using this Gmail add-on, you can quickly convert email messages from your clients into quotes and projects in your Protemos Enterprise account without manual copy-paste work. You can also create client profiles and contact persons based on email messages.
1. You need to use Gmail as mail client. So please add your mailbox to Gmail.
2. Once logged in, please press “+” icon to the right of the message list area:
3. Search for Protemos add-on:
4. Install it:
5. Now, once the add-on is installed, open an email message that you want to convert into a project, and click Protemos icon to the right:
6. The system will ask you to enter API key. You can find it on your account page https://cloud.protemos.com/account/view:
Note: an owner of the company is the only manager who has access to API key.
7. Enter the key and press Enter:
Once API key is entered, you can start using it.
Create new quote
If the contact is already in your Protemos database, you can create a quote for this client using the add-on. To do it press the “Create quote” button.
Fill in the compulsory fields that are marked with an asterisk and click “Submit”:
The system will show you the URL of the created quote:
Click on it and it will bring you to the quote page in Protemos.
Create new project
If the contact is already in your Protemos database, you can create a project for this client using the add-on. To do it press the “Create project” button.
Fill in the compulsory fields that are marked with an asterisk and click “Submit”:
The system will show you the URL of the created quote:
Click on it and it will bring you to the quote page in Protemos.
Applying template when creating project
You can choose one of your templates when creating a project using the add-on. However, please note that the way values are transferred to the project in Protemos varies according to the template settings. There are two possible scenarios:
1. If you define one or more language pairs and select a template with predefined language pairs then only the ones from the add-on will be applied. The same logic applies to selecting a client and a secondary manager.
2. If you don't define the language pair when creating the project then the ones from the selected template will be applied.
Note: using a template with jobs that have language pairs will not allow you to transfer any data defined in the add-on fields.
Creating a quote/project for new clients
If you receive a project from someone who’s not in the database, you’ll see the buttons for creating a client or vendor:
1. If it’s the new client, click “New client” button. If it’s just a new contact of the existing client, click “Create contact”.
2. In the dialog that opens next, check the fields, modify if needed, and click “Submit”. It will create the client or contact in your Protemos database.
3. Once the client/contact is created, you’ll see “Create project” and “Create quote” buttons:
4. Follow project/quote instructions above.
