Difference between revisions of "Quick start guide to Protemos"

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  |1. " valign="top" align="center" width="300"  |  <U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File:Wiki reference.png|40px|link=Create Account]]  [[File:Youtube reference.jpg|40px|link=]]
 
  |1. " valign="top" align="center" width="300"  |  <U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File:Wiki reference.png|40px|link=Create Account]]  [[File:Youtube reference.jpg|40px|link=]]
 
  |2. " valign="top" align="center" width="300" |  <U>  [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Create/import clients]]  [[File:Youtube reference.jpg|40px|link=]]
 
  |2. " valign="top" align="center" width="300" |  <U>  [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Create/import clients]]  [[File:Youtube reference.jpg|40px|link=]]
  |3. " valign="top" align="center" width="300" |  <U>  [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> '''(for Enterprise version)''' <br> [[File:Wiki reference.png|40px|link=Create/import vendors]]  [[File:Youtube reference.jpg|40px|link=]]
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  |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 reference.png|40px|link=Create/import vendors]]  [[File:Youtube reference.jpg|40px|link=]]
 
   
 
   
 
  |- style="height:100px"
 
  |- style="height:100px"
 
  |4. " valign="top" align="center" | <U>  [[Create project|'''4.Create project''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Create project]]  [[File:Youtube reference.jpg|40px|link=]]
 
  |4. " valign="top" align="center" | <U>  [[Create project|'''4.Create project''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Create project]]  [[File:Youtube reference.jpg|40px|link=]]
  |5. " valign="top" align="center" |<U>  [[Assign jobs|'''5.Assign jobs''']] </U>  <br>'''(for Enterprise version)''' <br> [[File:Wiki reference.png|40px|link=Assign jobs]]  [[File:Youtube reference.jpg|40px|link=]]  
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  |5. " valign="top" align="center" |<U>  [[Assign jobs|'''5.Assign jobs''']] </U>  <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File:Wiki reference.png|40px|link=Assign jobs]]  [[File:Youtube reference.jpg|40px|link=]]  
 
  |6. " valign="top" align="center" | <U>  [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Issue invoices]]  [[File:Youtube reference.jpg|40px|link=]]
 
  |6. " valign="top" align="center" | <U>  [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Issue invoices]]  [[File:Youtube reference.jpg|40px|link=]]
 
   
 
   

Revision as of 11:54, 8 November 2017


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

40px 40px
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

40px 40px


For Vendor quick start guide, click here.