Difference between revisions of "Quick start guide to Protemos"
From Protemos Wiki
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|1. " valign="top" align="center" width="300" | <U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File:Wiki reference.png|40px|link=Create Account]] '''<span style="color:white">---<span>''' [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=YHdDZGRbNHI]] | |1. " valign="top" align="center" width="300" | <U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File:Wiki reference.png|40px|link=Create Account]] '''<span style="color:white">---<span>''' [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=YHdDZGRbNHI]] | ||
| − | |2. " valign="top" align="center" width="300" | <U> [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Create/import clients]] [[image:Empty square.jpg| | + | |2. " valign="top" align="center" width="300" | <U> [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Create/import clients]] [[image:Empty square.jpg|20px|link=]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=3cb-Ri2Xuro]] |
|3. " valign="top" align="center" width="300" | <U> [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> '''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:Wiki reference.png|40px|link=Create/import vendors]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/RP2AvVql7_M]] | |3. " valign="top" align="center" width="300" | <U> [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> '''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:Wiki reference.png|40px|link=Create/import vendors]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/RP2AvVql7_M]] | ||
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|13. " valign="top" align="center" | <U> [[Users and access|'''13.Users and access''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Users and access]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/8brqc65ZnpA]] | |13. " valign="top" align="center" | <U> [[Users and access|'''13.Users and access''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Users and access]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/8brqc65ZnpA]] | ||
|14. " valign="top" align="center" | <U> [[Customizations|'''14.Customization''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Customizations]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/0GCt4_laQzg]] | |14. " valign="top" align="center" | <U> [[Customizations|'''14.Customization''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Customizations]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/0GCt4_laQzg]] | ||
| − | |15. " valign="top" align="center" | <U> [[Licenses|'''15.Licenses''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Licenses]] [[File:Youtube reference.jpg|40px|link=]] | + | |15. " valign="top" align="center" | <U> [[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:Wiki reference.png|40px|link=Licenses]] [[File:Youtube reference.jpg|40px|link=]] |
|- | |- | ||
Revision as of 15:40, 27 March 2018
| 1.Create Account 40px --- 40px |
2.Create/import clients 40px  40px
|
3.Create/import vendors (for Enterprise version) 40px 40px |
| 4.Create project 40px 40px |
5.Assign jobs (for Enterprise version) 40px 40px |
6.Issue invoices 40px 40px |
| 7.Record payments 40px 40px |
8.Generate reports 40px 40px |
9.Quotes 40px 40px |
| 10.Filters and search 40px 40px |
11.Export data 40px 40px |
12.Alerts and notifications 40px 40px |
| 13.Users and access 40px 40px |
14.Customization 40px 40px |
15.Licenses (for Enterprise version) 40px 40px |
For the Vendor quick start guide, please click here.
