Difference between revisions of "Quick start guide to Protemos"

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'''<I> All the icons are clickable </I>'''
  
 
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{| style="width:900px" border="1"   
 
   
 
   
 
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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://www.youtube.com/watch?v=YHdDZGRbNHI]]
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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]]
 
   
 
   
|2. " valign="top" align="center" width="300" |  <U>  [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:Wiki reference.png|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]]
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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 reference.png|40px|link=Create/import vendors]]   [[File:Youtube reference.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.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 reference.png|40px|link=Create project]]   [[File:Youtube reference.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.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 reference.png|40px|link=Assign jobs]]  [[File:Youtube reference.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/mwVZxHvj6ck]]  
  |6. " valign="top" align="center" | <U>  [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Issue invoices]]  [[File:Youtube reference.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/Op9ujwaGzqo]]
 
   
 
   
 
  |- style="height:100px"
 
  |- style="height:100px"
  |7. " valign="top" align="center" | <U>  [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Recording payments]] [[File:Youtube reference.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/zTB2xgQZ2rI]]  
  |8. " valign="top" align="center" | <U>  [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Generate reports]] [[File:Youtube reference.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/Xl1xrsV-sM4]]  
  |9. " valign="top" align="center" | <U>  [[Сreating quotes|'''9.Quotes''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Сreating quotes]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/Dcsmx8mITvI]]  
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  |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:Wiki reference.png|40px|link=Filters and search]] [[File:Youtube reference.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/sU7a5yPMWWE]]  
  |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]]  
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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/yMaqkirMkJ8]]  
  |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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  |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]]  
 
   
 
   
 
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  |- style="height:100px"
  |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]]
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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/2xEcZOgJ6S4]]
  |14. " valign="top" align="center" | <U>  [[Customizations|'''14.Customization''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Customizations]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/0GCt4_laQzg]]  
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  |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>'''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:Wiki reference.png|40px|link=Licenses]] [[File:Youtube reference.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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Latest revision as of 11:34, 18 September 2018

All the icons are clickable

1.Create Account

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

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

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

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

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

Wiki.jpgEmpty square.jpgYoutube.jpg
9.Quotes

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

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

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

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

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

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


For the Vendor quick start guide, please click here.