Search results

Create the page "Client view page" on this wiki! See also the search results found.

Page title matches

Page text matches

• Client view page – Client pools tab
  ...lient is added to and managers who have access to this client based on the client pools settings. [[File:Client view page - client pools tab.png|border|1070px]]
  2 KB (355 words) - 12:45, 13 October 2022
• Taxes
  ''Taxes list page: [https://cloud.protemos.com/tax/index https://cloud.protemos.com/tax/index Watch our video tutorial on '''Taxes''' - [[File:YT client.png|40px|link=https://youtu.be/IHAw-yH3jJM]]
  14 KB (2,490 words) - 17:37, 21 September 2022
• Save project as template
  It will open the '''Project template''' page: [[File:Project template view.png|border|950px]]
  878 bytes (144 words) - 17:44, 21 September 2022
• Project templates
  ''Project templates page: [https://cloud.protemos.com/project-template/index/ https://cloud.protemos Watch our video tutorial on '''Project templates''' — [[File:YT client.png|40px|link=https://youtu.be/TM4aKwhBeVU]]
  9 KB (1,416 words) - 17:48, 21 September 2022
• Client contacts
  ...https://cloud.protemos.com/client-contact/index https://cloud.protemos.com/client-contact/index]'' To view the list of client contacts, go to '''Clients=>Contacts''':
  3 KB (491 words) - 11:42, 23 September 2022
• Client view page – Project chart tab
  Go to the necessary client profile and click the '''Project chart''' tab. Here you can see the chart and list of all active projects for the client:
  1 KB (188 words) - 16:27, 22 December 2023
• Quote requests list
  ''Quote requests list page: [https://cloud.protemos.com/quote-request/index https://cloud.protemos.com On the '''Quote requests''' page you can:
  4 KB (568 words) - 16:56, 23 September 2022
• Multi-quotes
  ''Multi-quotes page:'' https://cloud.protemos.com/multi-quote/index Having done that, go to the Multi-quotes page and click the '''"New multi-quote"''' button:
  4 KB (693 words) - 17:19, 23 September 2022
• Client user manual
  This Client Manual is intended for the users registered as clients within the translati =='''How to register the client account'''==
  18 KB (2,821 words) - 11:19, 19 October 2022
• Legal entities
  ''Legal entities page: https://cloud.protemos.com/branch/index'' '''[[Client view page – General info tab#Default settings|client]]'''
  3 KB (555 words) - 17:38, 25 February 2023
• Global search
  ...cts on Protemos by their '''name''' and '''codes''' directly from the main page: *Client invoices.
  683 bytes (100 words) - 17:22, 27 September 2022
• Reports – Clients – Average finances
  ...cloud.protemos.com/report/client-average https://cloud.protemos.com/report/client-average]'' To view the '''Average finances''' reports, go to '''Reports → Clients → Averag
  851 bytes (121 words) - 11:20, 22 August 2022
• Release history
  A brief overview video of the vendor rating functionality [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=fBV3pqMl4eA]] You may also watch a video showing the new features [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=czn6hzR2Q6k]]
  16 KB (2,548 words) - 11:12, 3 May 2023

View (previous 20 | next 20) (20 | 50 | 100 | 250 | 500)