Customization
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You can define lots of things in Protemos:
- Your own company account settings - here you can update your account info, add your company logo, delete the account.
- License - use this menu to check the status of your license or request the license.
- Default settings - allows you to specify the default settings for your account (default time zone, currency, payment methods etc.).
- Use these menus to define the system values (your languages , services , specializations , units of measurement , and even currencies ).
- You can add the Payment methods - you want your customers to use when paying to you.
- Taxes - here you can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.
- Object codes - allows you to set the number of your next invoice, project, payment etc.
- Deadline reminders - you may define if the system should notify you about problems with deadlines by email.
- SMTP server - use this menu if you want emails to be sent from your server (by default, all emails are sent from Protemos head server).
- Vendor portal - allows you to adjust vendor portal related settings and embed your standard agreement with new vendors into the system.
- Integrations ( ProZ.com SmartCAT TQ Auditor - you may switch them on if you are using ProZ.com, SmartCAT and TQ Auditor).
For more info on customization, please see our wiki pages or our video tutorial 40px
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