Difference between revisions of "Quick start guide to Protemos"
From Protemos Wiki
| Line 21: | Line 21: | ||
|- 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_icon.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: | + | |11. " valign="top" align="center" | <U> [[Export data|'''11.Export data''']] </U> <br> <br> [[File:wiki_icon.jpg|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: | + | |12. " valign="top" align="center" | <U> [[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:wiki_icon.jpg|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: | + | |13. " valign="top" align="center" | <U> [[Users and access|'''13.Users and access''']] </U> <br> <br> [[File:wiki_icon.jpg|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_icon.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_icon.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 16:37, 28 March 2018
All the icons are clickable
| 1.Create Account 40px  40px
|
2.Create/import clients 40px 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.
