Difference between revisions of "Quick start guide to Protemos"
From Protemos Wiki
Aleksandra.d (talk | contribs) |
Aleksandra.d (talk | contribs) |
||
Line 34: | Line 34: | ||
|- style="height:100px" | |- style="height:100px" | ||
− | |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> '''<span style="color:#990000">(for Enterprise version)<span>''' <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=]] [[File:YT client.png|60px|link=https://youtu.be/wbcGrCuF3lE]] | |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]] |
Revision as of 15:38, 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 (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 |