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• Finances
  =='''Clients'''== [[Client prices list]]
  1,000 bytes (117 words) - 16:21, 5 September 2022
• Clients
  '''[[Clients list]]''' [[Import clients from Excel]]
  1 KB (200 words) - 09:36, 22 December 2023
• Import clients from Excel
  ''Import clients from Excel page: [http://cloud.protemos.com/client-import/index/ http://clo Watch our video tutorial on '''how to import clients''' — [[File:YT client.png|40px|link=https://youtu.be/9oFngi3mXEc]]
  9 KB (1,484 words) - 09:11, 15 April 2024
• Client view page – General info tab
  <span style="color:orange"> '''Note:'''</span> You cannot delete clients with recorded projects. But you may deactivate the client on the '''<u>[[Up *'''Contact persons''' — the list of client’s contact persons.
  4 KB (575 words) - 11:18, 13 October 2022
• Client view page – Taxes tab
  By default, the global taxes set (default clients taxes set) is applied whenever an invoice is generated. *'''Contact persons''' — the list of client’s contact persons.
  2 KB (292 words) - 11:51, 13 October 2022
• Create/import clients
  ...g clients on''' the [https://cloud.protemos.com/client/index <U>'''Clients list'''</U>]: 2. Import many clients at once by clicking <U> [https://cloud.protemos.com/client-import/index'''
  1 KB (230 words) - 15:26, 28 February 2023
• Frequently Asked Questions
  The user won't be able only to create new objects (add new clients\vendors, create quotes\projects, etc.). It's sort of read only&export acces *'''Client''': used by clients within Enterprise accounts. Such accounts are created by Administrators of
  36 KB (5,958 words) - 13:25, 3 June 2024
• Filters
  * <U> [[Quotes list#Search quotes with filters|'''Search quotes with filters''']]</U> * <U> [[Projects list#Search projects with filters|'''Search projects with filters''']]</U>
  2 KB (263 words) - 16:28, 5 September 2022
• Export data to Excel
  * <U> [[Quotes list#Export to Excel|'''Export quotes data to Excel''']]</U> * <U> [[Projects list#Export to Excel|'''Export projects data to Excel''']]</U>
  3 KB (502 words) - 16:32, 5 September 2022
• Enterprise edition user manual
  ...They will be used in the invoices the system will generate to send to your clients. Use this page to view the list of managers added to the system and add new managers. More info [[Enterpris
  64 KB (10,245 words) - 10:21, 28 February 2023
• Client prices list
  ''Clients prices page: [https://cloud.protemos.com/client-price/index cloud.protemos.com/cli — View all the clients' prices and search them with filters.
  4 KB (719 words) - 10:02, 16 September 2022
• Freelance edition user manual
  ...s. They will be used in the invoices the system will generate to send your clients. Before you start working with the projects, add your clients to the system.
  40 KB (6,336 words) - 11:37, 19 June 2023
• Client view page – Client pools tab
  On this tab, you can view the list of client pools the client is added to and managers who have access to this ...the list of client pools the client is added to and how many managers and clients are added to these pools:
  2 KB (355 words) - 11:45, 13 October 2022
• Release history
  Here is the list of the new features that have been added with the latest version. ...tegory list|'''customize''']]</U> expense categories, and view an expenses list as well as <U>[[Business expenses report|'''reports''']]</U>:
  16 KB (2,548 words) - 10:12, 3 May 2023