Difference between revisions of "Quick start guide to Protemos"

From Protemos Wiki
Jump to: navigation, search
Line 6: Line 6:
 
  |1. " valign="top" align="center" width="300"  |  <U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File:wiki_icon.jpg|40px|link=Create Account]] [[image:Empty square.jpg|20px|link=]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/tl6WVguSmxg]]
 
  |1. " valign="top" align="center" width="300"  |  <U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File:wiki_icon.jpg|40px|link=Create Account]] [[image:Empty square.jpg|20px|link=]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/tl6WVguSmxg]]
 
   
 
   
|2. " valign="top" align="center" width="300" |  <U>  [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Create/import clients]]  [[image:Empty square.jpg|20px|link=]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=3cb-Ri2Xuro]]
+
|2. " valign="top" align="center" width="300" |  <U>  [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Create/import clients]]  [[image:Empty square.jpg|20px|link=]] [[File:youtube_icon.jpg|40px|link=https://www.youtube.com/watch?v=3cb-Ri2Xuro]]
  |3. " valign="top" align="center" width="300" |  <U>  [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> '''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:wiki_icon.jpg|40px|link=Create/import vendors]]  [[File:Youtube reference.jpg|40px|link=https://youtu.be/RP2AvVql7_M]]
+
  |3. " valign="top" align="center" width="300" |  <U>  [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> '''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:wiki_icon.jpg|40px|link=Create/import vendors]]  [[File:youtube_icon.jpg|40px|link=https://youtu.be/RP2AvVql7_M]]
 
   
 
   
 
  |- style="height:100px"
 
  |- style="height:100px"
  |4. " valign="top" align="center" | <U>  [[Create project|'''4.Create project''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Create project]]  [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=n1SzEqfOXKo]]
+
  |4. " valign="top" align="center" | <U>  [[Create project|'''4.Create project''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Create project]]  [[File:youtube_icon.jpg|40px|link=https://www.youtube.com/watch?v=n1SzEqfOXKo]]
  |5. " valign="top" align="center" |<U>  [[Assign jobs|'''5.Assign jobs''']] </U>  <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File:wiki_icon.jpg|40px|link=Assign jobs]]  [[File:Youtube reference.jpg|40px|link=https://youtu.be/XaPaj6H8Ua4]]  
+
  |5. " valign="top" align="center" |<U>  [[Assign jobs|'''5.Assign jobs''']] </U>  <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File:wiki_icon.jpg|40px|link=Assign jobs]]  [[File:youtube_icon.jpg|40px|link=https://youtu.be/XaPaj6H8Ua4]]  
  |6. " valign="top" align="center" | <U>  [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Issue invoices]]  [[File:Youtube reference.jpg|40px|link=https://youtu.be/fGZnG2tu6P4]]
+
  |6. " valign="top" align="center" | <U>  [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Issue invoices]]  [[File:youtube_icon.jpg|40px|link=https://youtu.be/fGZnG2tu6P4]]
 
   
 
   
 
  |- style="height:100px"
 
  |- style="height:100px"
  |7. " valign="top" align="center" | <U>  [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Recording payments]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/5SyC2M_WgrY]]  
+
  |7. " valign="top" align="center" | <U>  [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Recording payments]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/5SyC2M_WgrY]]  
  |8. " valign="top" align="center" | <U>  [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Generate reports]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/LMyRv7CO03g]]  
+
  |8. " valign="top" align="center" | <U>  [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Generate reports]][[File:youtube_icon.jpg|40px|link=https://youtu.be/LMyRv7CO03g]]  
  |9. " valign="top" align="center" | <U>  [[Сreating quotes|'''9.Quotes''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Сreating quotes]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/Dcsmx8mITvI]]  
+
  |9. " valign="top" align="center" | <U>  [[Сreating quotes|'''9.Quotes''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Сreating quotes]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/Dcsmx8mITvI]]  
 
   
 
   
 
  |- style="height:100px"
 
  |- style="height:100px"
  |10. " valign="top" align="center" | <U>  [[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Filters and search]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/8-V3d9d-vng]]  
+
  |10. " valign="top" align="center" | <U>  [[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Filters and search]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/8-V3d9d-vng]]  
  |11. " valign="top" align="center" | <U>  [[Export data|'''11.Export data''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Export data]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/b1DVi0TP7Cc]]  
+
  |11. " valign="top" align="center" | <U>  [[Export data|'''11.Export data''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Export data]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/b1DVi0TP7Cc]]  
  |12. " valign="top" align="center" | <U>  [[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Alerts and notifications]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/1Y8RkUd59q4]]  
+
  |12. " valign="top" align="center" | <U>  [[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Alerts and notifications]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/1Y8RkUd59q4]]  
 
   
 
   
 
  |- style="height:100px"
 
  |- style="height:100px"
  |13. " valign="top" align="center" | <U>  [[Users and access|'''13.Users and access''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Users and access]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/8brqc65ZnpA]]
+
  |13. " valign="top" align="center" | <U>  [[Users and access|'''13.Users and access''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Users and access]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/8brqc65ZnpA]]
  |14. " valign="top" align="center" | <U>  [[Customizations|'''14.Customization''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Customizations]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/0GCt4_laQzg]]  
+
  |14. " valign="top" align="center" | <U>  [[Customizations|'''14.Customization''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Customizations]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/0GCt4_laQzg]]  
  |15. " valign="top" align="center" | <U>  [[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:wiki_icon.jpg|40px|link=Licenses]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/xgEQlDpf3Cw]]  
+
  |15. " valign="top" align="center" | <U>  [[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:wiki_icon.jpg|40px|link=Licenses]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/xgEQlDpf3Cw]]  
 
  |-
 
  |-
  

Revision as of 16:36, 28 March 2018

All the icons are clickable

1.Create Account

40px Empty square.jpg 40px
2.Create/import clients

40px Empty square.jpg 40px
3.Create/import vendors
(for Enterprise version)
40px 40px
4.Create project

40px 40px
5.Assign jobs
(for Enterprise version)
40px 40px
6.Issue invoices

40px 40px
7.Record payments

40px 40px
8.Generate reports

40px40px
9.Quotes

40px 40px
10.Filters and search

40px 40px
11.Export data

40px 40px
12.Alerts and notifications

40px 40px
13.Users and access

40px 40px
14.Customization

40px 40px
15.Licenses
(for Enterprise version)
40px 40px


For the Vendor quick start guide, please click here.