Difference between revisions of "Customization"

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[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.
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[[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page.
 
 
  
 
'''You can define lots of things in Protemos:'''
 
'''You can define lots of things in Protemos:'''
  
 
- Your own   
 
- Your own   
<span style="background-color:yellow"> <U>  [https://cloud.protemos.com/account/info '''company account settings'''] </U> </span> - here you can update your account info, add your company logo, delete the account.
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<span style="background-color:yellow"> <U>  [https://cloud.protemos.com/account/view '''company account settings'''] </U> </span> - here you can update your account info, specify the default settings, delete the account.
  
 
-      <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/license/index '''License'''] </U> </span>  - use this menu to check the status of your license or request the license.
 
-      <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/license/index '''License'''] </U> </span>  - use this menu to check the status of your license or request the license.
 
    
 
    
-    <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/account/default-settings '''Default settings'''] </U> </span> - allows you to specify the default settings for your account
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-    <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/branch/index '''Legal entities'''] </U> </span> - allows you to enter more than 1 legal entity for your business and set up different document items (logo, address, company name) for different legal entities.
(default time zone, currency, payment methods and terms, PDF page size, PDF page orientation, PDF locale, client invoicing manager).
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(default time zone, currency, payment methods etc.).
  
 
- Use these menus to define the system values (your
 
- Use these menus to define the system values (your
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- <span style="background-color:yellow">  <U> [https://cloud.protemos.com/tax/index '''Taxes'''] </U> </span> - here you can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.
 
- <span style="background-color:yellow">  <U> [https://cloud.protemos.com/tax/index '''Taxes'''] </U> </span> - here you can define several taxes in the system, link them to the clients and vendors, and add them to your invoices.
  
- <span style="background-color:yellow">  <U> [https://cloud.protemos.com/account/object-codes '''Object codes'''] </U> </span> - if you need to set the number of your next invoice, project, payment etc.
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- <span style="background-color:yellow">  <U> [https://cloud.protemos.com/account/object-codes '''Object codes'''] </U> </span> - allows you to set the number of your next invoice, project, payment etc.
  
-      <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/account/reminders '''Deadline reminders'''] </U> </span> - you may define if the system should notify you about problems with deadlines by email.
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-      <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/reminder/index '''Reminders'''] </U> </span> - here you may define if the system should notify you about problems with deadlines by email.
  
 
-      <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/account/smtp '''SMTP server'''] </U> </span> - use this menu if you want emails to be sent from your server (by default, all emails are sent from Protemos head server).
 
-      <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/account/smtp '''SMTP server'''] </U> </span> - use this menu if you want emails to be sent from your server (by default, all emails are sent from Protemos head server).
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- <span style="background-color:yellow">  <U> [https://cloud.protemos.com/vendor-portal-config/view '''Vendor portal'''] </U> </span> - allows you to adjust vendor portal related settings and embed your standard agreement with new vendors into the system.
 
- <span style="background-color:yellow">  <U> [https://cloud.protemos.com/vendor-portal-config/view '''Vendor portal'''] </U> </span> - allows you to adjust vendor portal related settings and embed your standard agreement with new vendors into the system.
  
- Integrations (<span style="background-color:yellow">  <U> [https://cloud.protemos.com/account/proz '''ProZ.com'''] </U> </span>  
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- <span style="background-color:yellow">  <U> [https://cloud.protemos.com/client-portal/view '''Client portal''']</U> </span> - allows you to adjust client portal related settings.
<span style="background-color:yellow">  <U> [https://cloud.protemos.com/account/smartcat '''SmartCAT'''] </U> <U> [https://cloud.protemos.com/account/tqauditor '''TQ Auditor'''] </U> </span> you may switch them on if you are using ProZ.com, SmartCAT and TQ Auditor).
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- Integrations (<span style="background-color:yellow">  <U> [https://cloud.protemos.com/account/memoq '''memoQ'''] </U> </span>  
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<span style="background-color:yellow">  <U> [https://cloud.protemos.com/account/smartcat '''SmartCAT'''] </U> <U> [https://cloud.protemos.com/account/tqauditor '''TQ Auditor'''] </U> </span> - you may switch them on if you are using memoQ, SmartCAT and TQ Auditor).
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- <U> '''[[PDF templates|PDF templates]]'''</U> - allows you to customize your client and vendor invoices, quotes, and job PO. You can use XHTML tags and attributes, what can help you to display the text the way you need.
  
 
[[File:Settings enterprise.png|border|150px]]  
 
[[File:Settings enterprise.png|border|150px]]  
  
  
For more info on customization, please see our <U>[[System| '''wiki pages''']]</U> or our video tutorial [[File:youtube.jpg|40px|link=https://youtu.be/k9cG_vswHp4]]
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For more info on customization, please see our <U>[[System settings|'''wiki pages''']]</U> or our video tutorial [[File:YT client.png|60px|link=https://youtu.be/wbcGrCuF3lE]]
  
  
[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.
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[[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page.

Revision as of 08:22, 6 September 2022

Redirect.jpg Back to the Quick Start Guide main page.

You can define lots of things in Protemos:

- Your own company account settings - here you can update your account info, specify the default settings, delete the account.

- License - use this menu to check the status of your license or request the license.

- Legal entities - allows you to enter more than 1 legal entity for your business and set up different document items (logo, address, company name) for different legal entities. (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.

- Reminders - here 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.

- Client portal - allows you to adjust client portal related settings.

- Integrations ( memoQ SmartCAT TQ Auditor - you may switch them on if you are using memoQ, SmartCAT and TQ Auditor).

- PDF templates - allows you to customize your client and vendor invoices, quotes, and job PO. You can use XHTML tags and attributes, what can help you to display the text the way you need.

Settings enterprise.png


For more info on customization, please see our wiki pages or our video tutorial YT client.png


Redirect.jpg Back to the Quick Start Guide main page.