Difference between revisions of "Customization"

From Protemos Wiki
Jump to: navigation, search
(48 intermediate revisions by 4 users not shown)
Line 1: Line 1:
[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page
+
[[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/index '''company account settings'''] </U> </span>
+
<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.
(logo, taxes, notifications, and even custom SMTP server).
 
  
- System values (your
+
-     <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/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 etc.).
 +
 
 +
- Use these menus to define the system values (your
 +
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/lang/index '''languages'''] </U> </span>, 
 
<span style="background-color:yellow">  <U> [https://cloud.protemos.com/service/index '''services'''] </U> </span>,  
 
<span style="background-color:yellow">  <U> [https://cloud.protemos.com/service/index '''services'''] </U> </span>,  
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/lang/index '''languages'''] </U> </span>,
 
 
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/spec/index '''specializations'''] </U> </span>,  
 
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/spec/index '''specializations'''] </U> </span>,  
 
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/unit/index '''units of measurement'''] </U> </span>, and even  
 
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/unit/index '''units of measurement'''] </U> </span>, and even  
 
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/currency/index '''currencies'''] </U> </span> ).
 
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/currency/index '''currencies'''] </U> </span> ).
  
[[File:account customizations.jpg|px]]  
+
- You can add the <span style="background-color:yellow">  <U> [https://cloud.protemos.com/account-payment-method/index '''Payment methods'''] </U> </span> -
 +
you want your customers to use when paying to you.
 +
 
 +
- <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-payment-method/index '''Payment methods'''] </U> </span>
+
- <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.
you want your customers to use when paying to you.
+
 
 +
-     <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/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/client-portal/view '''Client portal''']</U> </span> - allows you to adjust client portal related settings.
 +
 
 +
- Integrations (<span style="background-color:yellow">  <U> [https://cloud.protemos.com/account/memoq '''memoQ'''] </U> </span>
 +
<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).
 +
 
 +
- <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.
  
- <span style="background-color:yellow">  <U> [https://cloud.protemos.com/cat-log-template/index '''Weighted word count templates'''] </U> </span>
+
[[File:Settings enterprise.png|border|150px]]  
for CAT tools.
 
  
- <span style="background-color:yellow">  <U> [https://cloud.protemos.com/account/smartcat '''SmartCAT'''] </U> </span>
 
integration. You may switch it on if you are using SmartCAT.
 
  
 +
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]]
  
For more info on customization, please see our [[System| '''wiki pages''']].
 
  
[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page
+
[[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.