Difference between revisions of "Account"

From Protemos Wiki
Jump to: navigation, search
(Default values)
(Object codes)
Line 41: Line 41:
  
 
It will open the '''<U>[[Update SMTP server configuration]]</U>''' page where you can define the settings of your own SMTP server.
 
It will open the '''<U>[[Update SMTP server configuration]]</U>''' page where you can define the settings of your own SMTP server.
 
=='''Object codes'''==
 
 
Here you can set the number of your next invoice, project, payment, job etc.
 
 
To update the next object identification numbers or the object code prefixes press the "'''Update next IDs'''" or "'''Update code prefixes'''" button correspondingly:
 
 
[[File:Object codes buttons.jpg|border|1000px]]
 
 
For more info on object codes customizations, please see the <U>[[Update object codes|'''Object codes''']]</U> page.
 

Revision as of 11:51, 4 September 2018

Account page: https://cloud.protemos.com/account/info


On the "Account" page you can complete or update general information, the logo of your company, default settings, deadline email reminders, object codes and configure custom SMTP server.

Account info

The "Account info" section contains common information about your company.

You can edit general information (see the next section – Update account details page) by clicking the "Update" button at the right top of the screen.

800px

Here you may also change the account owner.

Company logo image

Here you may upload the logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc:

1000px

Note: Only PNG and JPEG images with a maximum size of 350x50 pixels are supported.

Deadline email reminders

The system notifies you by email about overdue projects, jobs, and invoices. You can switch these notifications off/on by clicking "Update":


1000px

It will open the Update deadline reminders settings page where you can select which reminders you want to receive.

SMTP server

By default, the system sends all email messages from Protemos own email server. But you can change this and make the system use your own server. To do it, click "Update":

1000px

It will open the Update SMTP server configuration page where you can define the settings of your own SMTP server.