Difference between revisions of "Quick start guide to Protemos"
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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]] | |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.jpg|40px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/Xl1xrsV-sM4]] | |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:wiki.jpg|40px|link=Filters and search]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/sU7a5yPMWWE]] | |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.jpg|40px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/yMaqkirMkJ8]] | |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.jpg|40px|link=Alerts and notifications]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/ | + | |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:wiki.jpg|40px|link=Users and access]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/ | + | |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>'''<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]] | |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.