Difference between revisions of "Account"
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== '''Deadline email reminders''' == | == '''Deadline email reminders''' == | ||
Revision as of 11:19, 4 September 2018
Account page: https://cloud.protemos.com/account/info
On the "Account" page you can complete or update general information, the logo of your company, default settings, deadline email reminders, object codes and configure custom SMTP server.
Contents
Account info
The "Account info" section contains common information about your company.
You can edit general information (see the next section – Update account details page) by clicking the "Update" button at the right top of the screen.
Here you may also change the account owner.
Company logo image
Here you may upload the logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc:
Note: Only PNG and JPEG images with a maximum size of 350x50 pixels are supported.
Deadline email reminders
The system notifies you by email about overdue projects, jobs, and invoices. You can switch these notifications off/on by clicking "Update":
It will open the Update deadline reminders settings page where you can select which reminders you want to receive.
SMTP server
By default, the system sends all email messages from Protemos own email server. But you can change this and make the system use your own server. To do it, click "Update":
It will open the Update SMTP server configuration page where you can define the settings of your own SMTP server.
Object codes
Here you can set the number of your next invoice, project, payment, job etc.
To update the next object identification numbers or the object code prefixes press the "Update next IDs" or "Update code prefixes" button correspondingly:
For more info on object codes customizations, please see the Object codes page.
