Difference between revisions of "Quick start guide to Protemos"
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::::::::::::::::<BIG>'''Advanced options'''</BIG> <span style = "color:#990000">-is being edited </span> | ::::::::::::::::<BIG>'''Advanced options'''</BIG> <span style = "color:#990000">-is being edited </span> | ||
Revision as of 14:12, 28 May 2020
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 |
14.Customization |
15.Licenses (for Enterprise version) |
- Advanced options -is being edited
| Taxes |
Project templates |
Tenders |
| SmartCat integration |
memoQ integration |
TQ Auditor integration |
| Import vendors |
Import clients |
Workflow |