Difference between revisions of "Quick start guide to Protemos"
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|13. " valign="top" align="center" | <U> [[Managers and access|'''13.Managers and access''']] </U> <br> <br> [[File:WK cl.png|60px|link=Managers and access]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/8bfp3W83-mk]] | |13. " valign="top" align="center" | <U> [[Managers and access|'''13.Managers and access''']] </U> <br> <br> [[File:WK cl.png|60px|link=Managers and access]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/8bfp3W83-mk]] | ||
− | |14. " valign="top" align="center" | <U> [[Customization|'''14.Customization''']] </U> <br> <br> [[File:WK cl.png|60px|link=Customization]] [[image:Empty square.jpg|20px|link=]] | + | |14. " valign="top" align="center" | <U> [[Customization|'''14.Customization''']] </U> <br> <br> [[File:WK cl.png|60px|link=Customization]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/wbcGrCuF3lE]] |
|15. " valign="top" align="center" | <U> [[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:WK cl.png|60px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/hONidYnoW7M]] | |15. " valign="top" align="center" | <U> [[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:WK cl.png|60px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/hONidYnoW7M]] |
Revision as of 11:39, 28 May 2020
For a brief system overview, please check this video: 40px
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 ![]() ![]() ![]() |
14.Customization ![]() ![]() ![]() |
15.Licenses (for Enterprise version) ![]() ![]() ![]() |
- For the Vendor Quick start guide click here.
- For the Client Quick start guide click here.
- Advanced options -is being edited
Taxes ![]() ![]() |
Project templates ![]() ![]() |
Tenders ![]() ![]() |
SmartCat integration![]() ![]() |
memoQ integration ![]() ![]() |
TQ Auditor integration![]() ![]() |
Import vendors![]() ![]() |
Import clients ![]() ![]() |
Workflow ![]() ![]()
|