Difference between revisions of "Quick start guide to Protemos"
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− | + | '''<I> All the icons are clickable </I>''' | |
{| style="width:900px" border="1" | {| style="width:900px" border="1" | ||
|-style="height:100px" | |-style="height:100px" | ||
− | |1. " valign="top" align="center" width="300" | <U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File: | + | |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: | + | |
− | |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: | + | |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.jpg|40px|link=https://youtu.be/zvtCOvSUeN8]] | ||
|- 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.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: | + | |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/mwVZxHvj6ck]] |
− | |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.jpg|40px|link=Issue invoices]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/Op9ujwaGzqo]] |
|- 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.jpg|40px|link=Recording payments]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/zTB2xgQZ2rI]] |
− | |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.jpg|40px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/Xl1xrsV-sM4]] |
− | |9. " valign="top" align="center" | <U> [[ | + | |9. " valign="top" align="center" | <U> [[Сreate 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/6vwCBqF7kbY]] |
|- 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.jpg|40px|link=Filters and search]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/sU7a5yPMWWE]] |
− | |11. " valign="top" align="center" | <U> [[Export data|'''11.Export data''']] </U> <br> <br> [[File: | + | |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/yMaqkirMkJ8]] |
− | |12. " valign="top" align="center" | <U> [[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File: | + | |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/0vlt20EVR9g]] |
|- style="height:100px" | |- style="height:100px" | ||
− | |13. " valign="top" align="center" | <U> [[Users and access|'''13.Users and access''']] </U> <br> <br> [[File: | + | |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/2xEcZOgJ6S4]] |
− | |14. " valign="top" align="center" | <U> [[ | + | |14. " valign="top" align="center" | <U> [[Customization|'''14.Customization''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Customization]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/k9cG_vswHp4]] |
− | |15. " valign="top" align="center" | <U> [[Licenses|'''15.Licenses''']] </U> <br> <br> [[File: | + | |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]] |
|- | |- | ||
Revision as of 12:34, 18 September 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 40px40px |
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.