Difference between revisions of "Quick start guide to Protemos"

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  |10. " valign="top" align="center" | <U>  [[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Filters and search]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/8-V3d9d-vng]]  
 
  |10. " valign="top" align="center" | <U>  [[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Filters and search]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/8-V3d9d-vng]]  
 
  |11. " valign="top" align="center" | <U>  [[Export data|'''11.Export data''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Export data]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/b1DVi0TP7Cc]]  
 
  |11. " valign="top" align="center" | <U>  [[Export data|'''11.Export data''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Export data]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/b1DVi0TP7Cc]]  
  |12. " valign="top" align="center" | <U>  [[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Alerts and notifications]] [[File:Youtube reference.jpg|40px|link=]]  
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  |12. " valign="top" align="center" | <U>  [[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Alerts and notifications]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/1Y8RkUd59q4]]  
 
   
 
   
 
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Revision as of 12:47, 9 March 2018


1.Create Account

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2.Create/import clients

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3.Create/import vendors
(for Enterprise version)
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4.Create project

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5.Assign jobs
(for Enterprise version)
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6.Issue invoices

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7.Record payments

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8.Generate reports

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9.Quotes

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10.Filters and search

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11.Export data

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12.Alerts and notifications

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13.Users and access

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14.Customization

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15.Licenses

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For the Vendor quick start guide, please click here.