Difference between revisions of "Quick action buttons"
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Below you can see the buttons for quick actions. You may use them instead of menu items in Protemos. | Below you can see the buttons for quick actions. You may use them instead of menu items in Protemos. | ||
| − | ''' | + | '''Main objects creation''' |
| − | [[File:HT quote1.jpg| | + | [[File:HT quote1.jpg|122px|link=https://cloud.protemos.com/quote/create]] [[File:HT project.jpg|122px|link=https://cloud.protemos.com/project/create]] [[File:HT Project template.jpg|200px|link=https://cloud.protemos.com/project-template/create]] [[File:HT client.jpg|122px|link=https://cloud.protemos.com/client/add]] [[File:HT vendor.jpg|122px|link=https://cloud.protemos.com/vendor/add]] |
| − | ''' | + | '''Finance items creation''' |
[[File:HT Invoice for client.jpg|200px|link=https://cloud.protemos.com/project-receivable/index]] [[File:HT payment from client.jpg|200px|link=https://cloud.protemos.com/client-payment/create]] [[File:HT invoice for vendor.jpg|200px|link=https://cloud.protemos.com/payable/index]] | [[File:HT Invoice for client.jpg|200px|link=https://cloud.protemos.com/project-receivable/index]] [[File:HT payment from client.jpg|200px|link=https://cloud.protemos.com/client-payment/create]] [[File:HT invoice for vendor.jpg|200px|link=https://cloud.protemos.com/payable/index]] | ||
| − | [[File:HT payment to vendor.jpg|200px|link=https://cloud.protemos.com/vendor-payment/index]] [[File:HT Client price.jpg|122px|link=https://cloud.protemos.com/client-price/create]] [[File:HT vendor price.jpg|122px|link=https://cloud.protemos.com/vendor-price/create | + | [[File:HT payment to vendor.jpg|200px|link=https://cloud.protemos.com/vendor-payment/index]] [[File:HT Client price.jpg|122px|link=https://cloud.protemos.com/client-price/create]] [[File:HT vendor price.jpg|122px|link=https://cloud.protemos.com/vendor-price/create]] |
| − | '''System''' | + | '''System values creation''' |
| − | [[File:HT Language pair.jpg|200px|link=https://cloud.protemos.com/lang/create]] [[File:HT Service.jpg|122px|link=https://cloud.protemos.com/service/create]] [[File:HT Specialization.jpg|200px|link=https://cloud.protemos.com/spec/create]] | + | [[File:HT Language pair.jpg|200px|link=https://cloud.protemos.com/lang/create]] [[File:HT Service.jpg|122px|link=https://cloud.protemos.com/service/create]] [[File:HT Specialization.jpg|200px|link=https://cloud.protemos.com/spec/create]] |
| − | + | [[File:HT Unit.jpg|122px|link=https://cloud.protemos.com/unit/create]] [[File:HT Currency.jpg|122px|link=https://cloud.protemos.com/currency/create]] [[File:HT Tax.jpg|122px|link=https://cloud.protemos.com/tax/create]] [[File:HT CAT log template.jpg|200px|link=https://cloud.protemos.com/cat-log-template/create]] | |
| − | + | '''Creation from SmartCAT''' (available if integration is enabled) | |
| − | + | [[File:HT quote1.jpg|122px|link=https://cloud.protemos.com/quote/smartcat-create-from-list]] [[File:HT project.jpg|122px|link=https://cloud.protemos.com/project/smartcat-create-from-list]] | |
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'''Import''' | '''Import''' | ||
| − | + | [[File:HT Clients.jpg|122px|link=https://cloud.protemos.com/client-import/index]] [[File:HT Vendors.jpg|122px|link=https://cloud.protemos.com/vendor-import/index]] | |
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Latest revision as of 15:53, 20 December 2021
Below you can see the buttons for quick actions. You may use them instead of menu items in Protemos.
Main objects creation
Finance items creation
System values creation
Creation from SmartCAT (available if integration is enabled)
Import
