Difference between revisions of "Quick start guide to Protemos"
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| " valign="top" align="center" |''' Common notes''' <br> <br>[[File:1ag.png|60px|link=Common notes]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hCA48afcmR4]] | | " valign="top" align="center" |''' Common notes''' <br> <br>[[File:1ag.png|60px|link=Common notes]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hCA48afcmR4]] | ||
| " valign="top" align="center" | '''Messages'''<br> <br>[[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]] | | " valign="top" align="center" | '''Messages'''<br> <br>[[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]] | ||
− | | " valign="top" align="center" | '''To-dos'''<br><span style="color:#990000"> this feature will be available soon </span><br>[[File:1ag.png|60px|link=]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]] | + | | " valign="top" align="center" | '''To-dos'''<br><span style="color:#990000"> this feature will be available soon </span><br>[[File:1ag.png|60px|link=To-dos]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]] |
|} | |} |
Revision as of 11:30, 3 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 this feature will be available soon |