Difference between revisions of "Quick start guide to Protemos"
From Protemos Wiki
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|1. " valign="top" align="center" width="300" | <U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File:wiki_icon.jpg|40px|link=Create Account]] [[image:Empty square.jpg|20px|link=]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/tl6WVguSmxg]] | |1. " valign="top" align="center" width="300" | <U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File:wiki_icon.jpg|40px|link=Create Account]] [[image:Empty square.jpg|20px|link=]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/tl6WVguSmxg]] | ||
| − | |2. " valign="top" align="center" width="300" | <U> [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File: | + | |2. " valign="top" align="center" width="300" | <U> [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Create/import clients]] [[image:Empty square.jpg|20px|link=]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=3cb-Ri2Xuro]] |
| − | |3. " valign="top" align="center" width="300" | <U> [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> '''<span style="color:red">(for Enterprise version)<span>''' <br> [[File: | + | |3. " valign="top" align="center" width="300" | <U> [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> '''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:wiki_icon.jpg|40px|link=Create/import vendors]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/RP2AvVql7_M]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | |4. " valign="top" align="center" | <U> [[Create project|'''4.Create project''']] </U> <br> <br> [[File: | + | |4. " valign="top" align="center" | <U> [[Create project|'''4.Create project''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Create project]] [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=n1SzEqfOXKo]] |
| − | |5. " valign="top" align="center" |<U> [[Assign jobs|'''5.Assign jobs''']] </U> <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File: | + | |5. " valign="top" align="center" |<U> [[Assign jobs|'''5.Assign jobs''']] </U> <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File:wiki_icon.jpg|40px|link=Assign jobs]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/XaPaj6H8Ua4]] |
| − | |6. " valign="top" align="center" | <U> [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File: | + | |6. " valign="top" align="center" | <U> [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Issue invoices]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/fGZnG2tu6P4]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | |7. " valign="top" align="center" | <U> [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File: | + | |7. " valign="top" align="center" | <U> [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Recording payments]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/5SyC2M_WgrY]] |
| − | |8. " valign="top" align="center" | <U> [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File: | + | |8. " valign="top" align="center" | <U> [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Generate reports]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/LMyRv7CO03g]] |
| − | |9. " valign="top" align="center" | <U> [[Сreating quotes|'''9.Quotes''']] </U> <br> <br> [[File: | + | |9. " valign="top" align="center" | <U> [[Сreating quotes|'''9.Quotes''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Сreating quotes]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/Dcsmx8mITvI]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | |10. " valign="top" align="center" | <U> [[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File: | + | |10. " valign="top" align="center" | <U> [[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:wiki_icon.jpg|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=https://youtu.be/1Y8RkUd59q4]] | |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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|13. " valign="top" align="center" | <U> [[Users and access|'''13.Users and access''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Users and access]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/8brqc65ZnpA]] | |13. " valign="top" align="center" | <U> [[Users and access|'''13.Users and access''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Users and access]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/8brqc65ZnpA]] | ||
| − | |14. " valign="top" align="center" | <U> [[Customizations|'''14.Customization''']] </U> <br> <br> [[File: | + | |14. " valign="top" align="center" | <U> [[Customizations|'''14.Customization''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Customizations]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/0GCt4_laQzg]] |
| − | |15. " valign="top" align="center" | <U> [[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:red">(for Enterprise version)<span>''' <br> [[File: | + | |15. " valign="top" align="center" | <U> [[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:wiki_icon.jpg|40px|link=Licenses]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/xgEQlDpf3Cw]] |
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Revision as of 17:32, 28 March 2018
All the icons are clickable
| 1.Create Account 40px  40px
|
2.Create/import clients 40px 40px
|
3.Create/import vendors (for Enterprise version) 40px 40px |
| 4.Create project 40px 40px |
5.Assign jobs (for Enterprise version) 40px 40px |
6.Issue invoices 40px 40px |
| 7.Record payments 40px 40px |
8.Generate reports 40px 40px |
9.Quotes 40px 40px |
| 10.Filters and search 40px 40px |
11.Export data 40px 40px |
12.Alerts and notifications 40px 40px |
| 13.Users and access 40px 40px |
14.Customization 40px 40px |
15.Licenses (for Enterprise version) 40px 40px |
For the Vendor quick start guide, please click here.
