Difference between revisions of "Quick start guide to Protemos"
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|2. " valign="top" align="center" width="300" |<U>[[Create/import clients|'''2.Create/import clients''']]</U> <br> <br> [[File:1ag.png|60px|link=Create/import clients]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/e23OdYfLewc]] | |2. " valign="top" align="center" width="300" |<U>[[Create/import clients|'''2.Create/import clients''']]</U> <br> <br> [[File:1ag.png|60px|link=Create/import clients]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/e23OdYfLewc]] | ||
− | |3. " valign="top" align="center" width="300" |<U>[[Create/import vendors|'''3.Create/import vendors''']]</U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Create/import vendors]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/ | + | |3. " valign="top" align="center" width="300" |<U>[[Create/import vendors|'''3.Create/import vendors''']]</U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Create/import vendors]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/mWKeF5l86NQ]] |
|- style="height:100px" | |- style="height:100px" |
Revision as of 14:52, 21 September 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 |