Difference between revisions of "Quick start guide to Protemos"
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− | | " valign="top" align="center" |''' Dashboard''' <br> <br>[[File:1ag.png|60px|link=]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]] | + | | " valign="top" align="center" |'''Dashboard''' <br> <br>[[File:1ag.png|60px|link=Dashboard]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]] |
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Revision as of 15:34, 8 February 2021
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![]() ![]() ![]() |
To-dos![]() ![]() ![]() |
Dashboard ![]() ![]() ![]()
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