Difference between revisions of "Quick start guide to Protemos"

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|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_icon.jpg|40px|link=https://www.youtube.com/watch?v=3cb-Ri2Xuro]]
 
|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_icon.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:wiki_icon.jpg|40px|link=Create/import vendors]]   [[File:youtube_icon.jpg|40px|link=https://youtu.be/RP2AvVql7_M]]
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  |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]] [[image:Empty square.jpg|20px|link=]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/RP2AvVql7_M]]
 
   
 
   
 
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  |4. " valign="top" align="center" | <U>  [[Create project|'''4.Create project''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Create project]]   [[File:youtube_icon.jpg|40px|link=https://www.youtube.com/watch?v=n1SzEqfOXKo]]
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  |4. " valign="top" align="center" | <U>  [[Create project|'''4.Create project''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Create project]] [[image:Empty square.jpg|20px|link=]]  [[File:youtube_icon.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:wiki_icon.jpg|40px|link=Assign jobs]]  [[File:youtube_icon.jpg|40px|link=https://youtu.be/XaPaj6H8Ua4]]  
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  |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]]  [[image:Empty square.jpg|20px|link=]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/XaPaj6H8Ua4]]  
  |6. " valign="top" align="center" | <U>  [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Issue invoices]]  [[File:youtube_icon.jpg|40px|link=https://youtu.be/fGZnG2tu6P4]]
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  |6. " valign="top" align="center" | <U>  [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Issue invoices]]  [[image:Empty square.jpg|20px|link=]][[File:youtube_icon.jpg|40px|link=https://youtu.be/fGZnG2tu6P4]]
 
   
 
   
 
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  |7. " valign="top" align="center" | <U>  [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Recording payments]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/5SyC2M_WgrY]]  
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  |7. " valign="top" align="center" | <U>  [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Recording payments]] [[image:Empty square.jpg|20px|link=]][[File:youtube_icon.jpg|40px|link=https://youtu.be/5SyC2M_WgrY]]  
  |8. " valign="top" align="center" | <U>  [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Generate reports]][[File:youtube_icon.jpg|40px|link=https://youtu.be/LMyRv7CO03g]]  
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  |8. " valign="top" align="center" | <U>  [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:youtube_icon.jpg|40px|link=https://youtu.be/LMyRv7CO03g]]  
  |9. " valign="top" align="center" | <U>  [[Сreating quotes|'''9.Quotes''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Сreating quotes]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/Dcsmx8mITvI]]  
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  |9. " valign="top" align="center" | <U>  [[Сreating quotes|'''9.Quotes''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Сreating quotes]] [[image:Empty square.jpg|20px|link=]][[File:youtube_icon.jpg|40px|link=https://youtu.be/Dcsmx8mITvI]]  
 
   
 
   
 
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  |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_icon.jpg|40px|link=https://youtu.be/8-V3d9d-vng]]  
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  |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]] [[image:Empty square.jpg|20px|link=]][[File:youtube_icon.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_icon.jpg|40px|link=Export data]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/b1DVi0TP7Cc]]  
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  |11. " valign="top" align="center" | <U>  [[Export data|'''11.Export data''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:youtube_icon.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_icon.jpg|40px|link=Alerts and notifications]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/1Y8RkUd59q4]]  
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  |12. " valign="top" align="center" | <U>  [[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Alerts and notifications]] [[image:Empty square.jpg|20px|link=]] [[File:youtube_icon.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_icon.jpg|40px|link=Users and access]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/8brqc65ZnpA]]
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  |13. " valign="top" align="center" | <U>  [[Users and access|'''13.Users and access''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Users and access]] [[image:Empty square.jpg|20px|link=]][[File:youtube_icon.jpg|40px|link=https://youtu.be/8brqc65ZnpA]]
  |14. " valign="top" align="center" | <U>  [[Customizations|'''14.Customization''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Customizations]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/0GCt4_laQzg]]  
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  |14. " valign="top" align="center" | <U>  [[Customizations|'''14.Customization''']] </U> <br> <br> [[File:wiki_icon.jpg|40px|link=Customizations]] [[image:Empty square.jpg|20px|link=]][[File:youtube_icon.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:wiki_icon.jpg|40px|link=Licenses]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/xgEQlDpf3Cw]]  
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  |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]] [[image:Empty square.jpg|20px|link=]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/xgEQlDpf3Cw]]  
 
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Revision as of 17:38, 28 March 2018

All the icons are clickable

1.Create Account

Wiki icon.jpg Empty square.jpg Youtube icon.jpg
2.Create/import clients

Wiki icon.jpg Empty square.jpg Youtube icon.jpg
3.Create/import vendors
(for Enterprise version)
Wiki icon.jpg Empty square.jpg Youtube icon.jpg
4.Create project

Wiki icon.jpg Empty square.jpg Youtube icon.jpg
5.Assign jobs
(for Enterprise version)
Wiki icon.jpg Empty square.jpg Youtube icon.jpg
6.Issue invoices

Wiki icon.jpg Empty square.jpgYoutube icon.jpg
7.Record payments

Wiki icon.jpg Empty square.jpgYoutube icon.jpg
8.Generate reports

Wiki icon.jpgEmpty square.jpgYoutube icon.jpg
9.Quotes

Wiki icon.jpg Empty square.jpgYoutube icon.jpg
10.Filters and search

Wiki icon.jpg Empty square.jpgYoutube icon.jpg
11.Export data

Wiki icon.jpg Empty square.jpgYoutube icon.jpg
12.Alerts and notifications

Wiki icon.jpg Empty square.jpg Youtube icon.jpg
13.Users and access

Wiki icon.jpg Empty square.jpgYoutube icon.jpg
14.Customization

Wiki icon.jpg Empty square.jpgYoutube icon.jpg
15.Licenses
(for Enterprise version)
Wiki icon.jpg Empty square.jpg Youtube icon.jpg


For the Vendor quick start guide, please click here.