Difference between revisions of "Quick start guide to Protemos"
From Protemos Wiki
Aleksandra.d (talk | contribs) |
Aleksandra.d (talk | contribs) |
||
| Line 1: | Line 1: | ||
| − | '''For a brief system overview, please check this video:''' [[File:2ag.png| | + | '''For a brief system overview, please check this video:''' [[File:2ag.png|40px|link=https://youtu.be/rrG6ImhtWHQ]] |
'''<I> All the icons are clickable </I>''' | '''<I> All the icons are clickable </I>''' | ||
Revision as of 09:33, 18 November 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 |
| Common notes |
Messages |