Difference between revisions of "Quick start guide to Protemos"

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  |1. " valign="top" align="center" width="300"  |  <U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File:wiki.jpg|40px|link=Create Account]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.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.jpg|40px|link=Create Account]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.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:wiki.jpg|40px|link=Create/import clients]]  [[image:Empty square.jpg|20px|link=]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/-7aN1sjYAcQ]]
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|2. " valign="top" align="center" width="300" |  <U>  [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Create/import clients]]  [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/-7aN1sjYAcQ]]
  |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.jpg|40px|link=Create/import vendors]]  [[image:Empty square.jpg|20px|link=]] [[File:youtube_icon.jpg|40px|link=https://youtu.be/zvtCOvSUeN8]]
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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.jpg|40px|link=Create/import vendors]]  [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/zvtCOvSUeN8]]
 
   
 
   
 
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  |- style="height:100px"
  |4. " valign="top" align="center" | <U>  [[Create project|'''4.Create project''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Create project]] [[image:Empty square.jpg|20px|link=]]  [[File:youtube_icon.jpg|40px|link=https://youtu.be/tbDzmVjUhyg]]
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  |4. " valign="top" align="center" | <U>  [[Create project|'''4.Create project''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Create project]] [[image:Empty square.jpg|20px|link=]]  [[File:youtube.jpg|40px|link=https://youtu.be/tbDzmVjUhyg]]
  |5. " valign="top" align="center" |<U>  [[Assign jobs|'''5.Assign jobs''']] </U>  <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File:wiki.jpg|40px|link=Assign jobs]]  [[image:Empty square.jpg|20px|link=]] [[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.jpg|40px|link=Assign jobs]]  [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/XaPaj6H8Ua4]]  
  |6. " valign="top" align="center" | <U>  [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:wiki.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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  |6. " valign="top" align="center" | <U>  [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Issue invoices]]  [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/fGZnG2tu6P4]]
 
   
 
   
 
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  |- style="height:100px"
  |7. " valign="top" align="center" | <U>  [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Recording payments]] [[image:Empty square.jpg|20px|link=]][[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.jpg|40px|link=Recording payments]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/5SyC2M_WgrY]]  
  |8. " valign="top" align="center" | <U>  [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[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.jpg|40px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/LMyRv7CO03g]]  
  |9. " valign="top" align="center" | <U>  [[Сreating quotes|'''9.Quotes''']] </U> <br> <br> [[File:wiki.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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  |9. " valign="top" align="center" | <U>  [[Сreating quotes|'''9.Quotes''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Сreating quotes]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/Dcsmx8mITvI]]  
 
   
 
   
 
  |- style="height:100px"
 
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  |10. " valign="top" align="center" | <U>  [[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Filters and search]] [[image:Empty square.jpg|20px|link=]][[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.jpg|40px|link=Filters and search]] [[image:Empty square.jpg|20px|link=]][[File:youtube.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.jpg|40px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[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.jpg|40px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:youtube.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.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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  |12. " valign="top" align="center" | <U>  [[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Alerts and notifications]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.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.jpg|40px|link=Users and access]] [[image:Empty square.jpg|20px|link=]][[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.jpg|40px|link=Users and access]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/8brqc65ZnpA]]
  |14. " valign="top" align="center" | <U>  [[Customizations|'''14.Customization''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Customizations]] [[image:Empty square.jpg|20px|link=]][[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.jpg|40px|link=Customizations]] [[image:Empty square.jpg|20px|link=]][[File:youtube.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.jpg|40px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[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.jpg|40px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/xgEQlDpf3Cw]]  
 
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Revision as of 15:17, 29 March 2018

All the icons are clickable

1.Create Account

40px Empty square.jpg 40px
2.Create/import clients

40px Empty square.jpg 40px
3.Create/import vendors
(for Enterprise version)
40px Empty square.jpg 40px
4.Create project

40px Empty square.jpg 40px
5.Assign jobs
(for Enterprise version)
40px Empty square.jpg 40px
6.Issue invoices

40px Empty square.jpg40px
7.Record payments

40px Empty square.jpg40px
8.Generate reports

40pxEmpty square.jpg40px
9.Quotes

40px Empty square.jpg40px
10.Filters and search

40px Empty square.jpg40px
11.Export data

40px Empty square.jpg40px
12.Alerts and notifications

40px Empty square.jpg 40px
13.Users and access

40px Empty square.jpg40px
14.Customization

40px Empty square.jpg40px
15.Licenses
(for Enterprise version)
40px Empty square.jpg 40px


For the Vendor quick start guide, please click here.