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  • Client view page – General info tab
    — Edit basic info about the client (e.g. name, address, status etc.). — Monitor client-related projects, receivables, invoices, and payments.
    4 KB (575 words) - 12:18, 13 October 2022
  • Client view page – Contact persons tab
    On this tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts: ...nding contact row. It will open the '''<u>[[Update contact person]]</u>''' page.
    2 KB (257 words) - 12:40, 13 October 2022
  • Client view page – Prices tab
    ...clone, edit or delete them, and create prices associated with a particular client: ...r client, click '''"New price"'''. It will open the '''New client price''' page.
    3 KB (414 words) - 12:48, 13 October 2022
  • Client view page – Taxes tab
    Go to the necessary client profile and click the '''"Taxes"''' tab. On this tab you can create a custom taxes set for this client.
    2 KB (292 words) - 12:51, 13 October 2022
  • Client view page – Documents tab
    On this tab you can upload and delete files and links to files related to the client: =='''Other tabs on the page'''==
    1 KB (201 words) - 12:54, 13 October 2022
  • Client view page – CRM tab
    On this tab you can view and update the client status and source, manage client-associated to-dos and communication history notes: =='''Client info'''==
    958 bytes (139 words) - 09:24, 30 August 2022
  • Client view page – Client pools tab
    ...lient is added to and managers who have access to this client based on the client pools settings. [[File:Client view page - client pools tab.png|border|1070px]]
    2 KB (355 words) - 12:45, 13 October 2022
  • Client view page – Project chart tab
    Go to the necessary client profile and click the '''Project chart''' tab. Here you can see the chart and list of all active projects for the client:
    1 KB (188 words) - 16:27, 22 December 2023

Page text matches

  • Projects list
    ''Projects page: [http://cloud.protemos.com/project/index/ http://cloud.protemos.com/projec On the '''Projects''' page you can:
    6 KB (895 words) - 10:19, 10 April 2023
  • Project details, Files tab
    On the '''Files''' tab of the '''Project''' page you can: This part of the page is intended for uploading input files of the project, i.e. the files you re
    6 KB (1,032 words) - 12:10, 6 September 2022
  • Project details, Details tab
    On the '''Details''' tab of the project page, you can: ...s page, you also can: complete, cancel, save as a template, clone, delete, view project history, add tags:
    3 KB (509 words) - 10:33, 7 September 2022
  • Clients
    [[Client view]]: *[[Client view page – General info tab| General info tab]]
    1 KB (200 words) - 10:36, 22 December 2023
  • Project details, Jobs tab
    It will open the '''<u>[[Create job|New job]]</u>''' page. ...|the necessary job]]</u>''' from the list or go to the '''<u>[[Vendor view page, General tab|vendor profile]]</u>''' right from this tab by clicking on the
    3 KB (459 words) - 10:34, 7 September 2022
  • Project details, Finances tab
    — Add receivables from your client. — View payables to your vendor.
    6 KB (902 words) - 10:34, 7 September 2022
  • Create receivable
    This is the summary of how much your client will pay you. ...nter the number of PO received from сlient. You may leave it blank if the client is not sending you any PO numbers.
    9 KB (1,540 words) - 18:03, 16 December 2022
  • Create payable
    You can add payables on a job page. ...ou click '''"Create"''', the system will bring you back to the '''<u>[[Job view#Payables to vendor|Payables to vendor]]</u>''' section of the job.
    9 KB (1,445 words) - 17:50, 19 September 2022
  • Jobs list
    ''Jobs list page: [http://cloud.protemos.com/job/index/ http://cloud.protemos.com/job/index] On the '''Jobs''' page you can:
    6 KB (918 words) - 11:07, 7 September 2022
  • Clients receivables list
    ''Clients receivables page: [http://cloud.protemos.com/project-receivable/index/ cloud.protemos.com/pr On this page you can:
    5 KB (845 words) - 15:44, 9 February 2023
  • Client invoice view
    [[File:Client invoice page (more actions)+.png|border|1070px]] ...nvoice|Send invoice]]</u>''' page which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the
    9 KB (1,487 words) - 16:19, 9 November 2022
  • Send client invoice
    [[File:Send client invoice button.png|border|1000px]] ...g you to the '''Send invoice''' page where you can edit the message to the client before sending your invoice:
    2 KB (331 words) - 17:05, 7 September 2022
  • Client invoices list
    ...page: [http://cloud.protemos.com/client-invoice/index/ cloud.protemos.com/client-invoice/index]'' On this page you can:
    3 KB (523 words) - 17:09, 7 September 2022
  • Client payments list
    ...[http://cloud.protemos.com/client-payment/index/ http://cloud.protemos.com/client-payment/index]'' On this page you can:
    3 KB (499 words) - 17:11, 7 September 2022
  • Create client payment
    ...http://cloud.protemos.com/client-payment/create/ http://cloud.protemos.com/client-payment/create]'' ...''' page which is intended for recording the payment you received from the client.
    2 KB (245 words) - 12:25, 13 November 2023
  • Client payment view
    On this page you can: — View the payment details.
    3 KB (412 words) - 17:20, 15 December 2022
  • Update client payment
    Click '''"Update"''' to go to the '''Update payment details''' page: ...method''', '''Paid at''', '''Amount''', '''Currency''', '''Note''', '''PDF page size and orientation''':
    655 bytes (106 words) - 14:33, 8 September 2022
  • Vendor invoice view
    [[File:Vendor invoice view.png|border|1070px]] ...— clicking this button opens the '''<u>[[Update vendor invoice]]</u>''' page where you can edit the invoice.
    7 KB (1,150 words) - 18:21, 7 November 2022
  • Vendor payments list
    ''Vendor payments list page: [http://cloud.protemos.com/vendor-payment/index/ http://cloud.protemos.com On this page you can:
    4 KB (617 words) - 11:57, 12 September 2022
  • Clients list
    ...nts list page: [http://cloud.protemos.com/client/index/ cloud.protemos.com/client/index]'' On this page, you can:
    5 KB (748 words) - 12:25, 14 October 2022
  • Create client
    ...ent page: [http://cloud.protemos.com/client/add/ http://cloud.protemos.com/client/add]'' 1. Click the '''Clients''' menu on the top panel and then click '''New client''':
    2 KB (305 words) - 15:16, 28 February 2023
  • Client view
    This page is intended for viewing and entering various client data and has the following tabs: [[File:Client profile tabs.png|border|1070px]]
    1 KB (227 words) - 10:43, 14 October 2022
  • Client view page – General info tab
    — Edit basic info about the client (e.g. name, address, status etc.). — Monitor client-related projects, receivables, invoices, and payments.
    4 KB (575 words) - 12:18, 13 October 2022
  • Client view page – Contact persons tab
    On this tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts: ...nding contact row. It will open the '''<u>[[Update contact person]]</u>''' page.
    2 KB (257 words) - 12:40, 13 October 2022
  • Client view page – Prices tab
    ...clone, edit or delete them, and create prices associated with a particular client: ...r client, click '''"New price"'''. It will open the '''New client price''' page.
    3 KB (414 words) - 12:48, 13 October 2022
  • Client view page – Taxes tab
    Go to the necessary client profile and click the '''"Taxes"''' tab. On this tab you can create a custom taxes set for this client.
    2 KB (292 words) - 12:51, 13 October 2022
  • Client view page – Documents tab
    On this tab you can upload and delete files and links to files related to the client: =='''Other tabs on the page'''==
    1 KB (201 words) - 12:54, 13 October 2022
  • Reports – Clients – Income by invoices
    ...mos.com/report/client-income-by-invoices/ http://cloud.protemos.com/report/client-income-by-invoices]'' To view the '''Monthly income per client by invoices''' reports, go to '''Reports → Clients → Income by invoices
    2 KB (278 words) - 11:09, 22 August 2022
  • Reports – Clients – Income by payments
    ...d.protemos.com/report/client-income-by-payments/ cloud.protemos.com/report/client-income-by-payments]'' To view the '''Monthly income per client by payments''' reports, go to '''Reports → Clients → Income by payments
    2 KB (254 words) - 17:31, 19 August 2022
  • Quotes list
    ''Quotes page: [http://cloud.protemos.com/quote/index/ http://cloud.protemos.com/quote/in On the '''Quotes''' page you can:
    3 KB (465 words) - 10:28, 13 September 2022
  • Send quote
    You can send a quote to your client right from the system. It will display the '''Send quote''' page where you can send the quote to the customer: check information, amend if n
    3 KB (531 words) - 10:32, 13 September 2022
  • Project details, CAT logs tab
    It will bring you to the '''CAT log import''' page. [[file:CAT log upload page.png|border|700px]]
    3 KB (541 words) - 10:52, 13 September 2022
  • Client invoice Discount & Extra charge
    [[File:Client invoice discount and extra charge.png|border|500px]] ...you'll get back to the '''<U>[[Client invoice view|Client invoice]]</U>''' page.
    564 bytes (94 words) - 14:33, 13 September 2022
  • Create/import clients
    ...k=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. '''There are 2 ways of adding clients on''' the [https://cloud.protemos.com/client/index <U>'''Clients list'''</U>]:
    1 KB (230 words) - 16:26, 28 February 2023
  • Customization
    ...k=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. - Your own <U>[https://cloud.protemos.com/account/view '''company account settings''']</U>, here you can update your account info,
    3 KB (548 words) - 18:14, 10 March 2023
  • Frequently Asked Questions
    ...e price and how it's calculated, please check the '''<U>[[License]]</U>''' page. *'''Client''': used by clients within Enterprise accounts. Such accounts are created b
    36 KB (5,950 words) - 18:44, 27 December 2023
  • Enterprise edition user manual
    '''For a brief system overview, please check this video:''' [[File:YT client.png|40px|link=https://youtu.be/rrG6ImhtWHQ]] ...https://cloud.protemos.com/account/create Create Account] </span> </U>''' page:
    64 KB (10,245 words) - 11:21, 28 February 2023
  • PDF templates
    You can create PDF templates for client invoices, vendor invoices, quotes, and job PO. [[File:Client invoice pdf templates+.png|border|1070px]]
    18 KB (2,710 words) - 13:28, 24 November 2023
  • Client prices list
    ...es page: [https://cloud.protemos.com/client-price/index cloud.protemos.com/client-price/index]'' On this page you can:
    4 KB (719 words) - 11:02, 16 September 2022
  • Freelance edition user manual
    '''For a brief system overview, please check this video:''' [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=-vaItQijEwE]] [[File:Protemos web page.png|border|700px]]
    40 KB (6,336 words) - 12:37, 19 June 2023
  • Client view page – Client pools tab
    ...lient is added to and managers who have access to this client based on the client pools settings. [[File:Client view page - client pools tab.png|border|1070px]]
    2 KB (355 words) - 12:45, 13 October 2022
  • Taxes
    ''Taxes list page: [https://cloud.protemos.com/tax/index https://cloud.protemos.com/tax/index Watch our video tutorial on '''Taxes''' - [[File:YT client.png|40px|link=https://youtu.be/IHAw-yH3jJM]]
    14 KB (2,490 words) - 17:37, 21 September 2022
  • Save project as template
    It will open the '''Project template''' page: [[File:Project template view.png|border|950px]]
    878 bytes (144 words) - 17:44, 21 September 2022
  • Project templates
    ''Project templates page: [https://cloud.protemos.com/project-template/index/ https://cloud.protemos Watch our video tutorial on '''Project templates''' — [[File:YT client.png|40px|link=https://youtu.be/TM4aKwhBeVU]]
    9 KB (1,416 words) - 17:48, 21 September 2022
  • Client contacts
    ...https://cloud.protemos.com/client-contact/index https://cloud.protemos.com/client-contact/index]'' To view the list of client contacts, go to '''Clients=>Contacts''':
    3 KB (491 words) - 11:42, 23 September 2022
  • Client view page – Project chart tab
    Go to the necessary client profile and click the '''Project chart''' tab. Here you can see the chart and list of all active projects for the client:
    1 KB (188 words) - 16:27, 22 December 2023
  • Quote requests list
    ''Quote requests list page: [https://cloud.protemos.com/quote-request/index https://cloud.protemos.com On the '''Quote requests''' page you can:
    4 KB (568 words) - 16:56, 23 September 2022
  • Multi-quotes
    ''Multi-quotes page:'' https://cloud.protemos.com/multi-quote/index Having done that, go to the Multi-quotes page and click the '''"New multi-quote"''' button:
    4 KB (693 words) - 17:19, 23 September 2022
  • Client user manual
    This Client Manual is intended for the users registered as clients within the translati =='''How to register the client account'''==
    18 KB (2,821 words) - 11:19, 19 October 2022
  • Legal entities
    ''Legal entities page: https://cloud.protemos.com/branch/index'' '''[[Client view page – General info tab#Default settings|client]]'''
    3 KB (555 words) - 17:38, 25 February 2023
  • Global search
    ...cts on Protemos by their '''name''' and '''codes''' directly from the main page: *Client invoices.
    683 bytes (100 words) - 17:22, 27 September 2022
  • Reports – Clients – Average finances
    ...cloud.protemos.com/report/client-average https://cloud.protemos.com/report/client-average]'' To view the '''Average finances''' reports, go to '''Reports → Clients → Averag
    851 bytes (121 words) - 11:20, 22 August 2022
  • Release history
    A brief overview video of the vendor rating functionality [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=fBV3pqMl4eA]] You may also watch a video showing the new features [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=czn6hzR2Q6k]]
    16 KB (2,548 words) - 11:12, 3 May 2023
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