Search results

Jump to: navigation, search
  • [[Client view]]: *[[Client view page – General info tab| General info tab]]
    1 KB (200 words) - 10:36, 22 December 2023
  • [[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
  • ...[http://cloud.protemos.com/client-import/index/ http://cloud.protemos.com/client-import/index]'' Watch our video tutorial on '''how to import clients''' — [[File:YT client.png|40px|link=https://youtu.be/9oFngi3mXEc]]
    9 KB (1,484 words) - 10:11, 15 April 2024
  • ...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
  • On this tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts: [[File:Contact persons.png|border|1070px]]
    2 KB (257 words) - 12:40, 13 October 2022
  • You can send a quote to your client right from the system. ...[[Access rights|access rights]]</U>''' no lower than '''Senior project and client finance manager'''.
    3 KB (531 words) - 10:32, 13 September 2022
  • * Уou can <U>[[New_manager#How_to_invite_manager|'''create''']]</U> as many manager profiles as you need regardless of how many licens The user won't be able only to create new objects (add new clients\vendors, create quotes\projects, etc.). It's sort of read only&export access.
    36 KB (5,950 words) - 18:44, 27 December 2023
  • '''For a brief system overview, please check this video:''' [[File:YT client.png|40px|link=https://youtu.be/rrG6ImhtWHQ]] To start working with Protemos, please create your account in the system by completing the following steps:
    64 KB (10,245 words) - 11:21, 28 February 2023
  • ...nt without manual copy-paste work. You can also create client profiles and contact persons based on email messages. 1. You need to use Gmail as a browser mail client. So please add your mailbox to Gmail.
    4 KB (726 words) - 11:27, 12 October 2022
  • '''For a brief system overview, please check this video:''' [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=-vaItQijEwE]] '''To start working with Protemos, create your account in the system by completing the following steps:'''
    40 KB (6,336 words) - 12:37, 19 June 2023
  • Clients may use Protemos to create quote requests, projects, share files, check invoices and payments. This Client Manual is intended for the users registered as clients within the translati
    18 KB (2,821 words) - 11:19, 19 October 2022