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• Job view
  — Update job details, change its status or delete it. ...have a look at the '''<u>[[Vendor user manual#Job details section| Vendor user manual]]</u>'''.
  10 KB (1,701 words) - 15:21, 18 March 2024
• Import clients from Excel
  ...“Last name”''' fields refer to the first and last names of the primary user (a company representative who you contact the most with). ...vidual”''', then you may specify the first and last names of the primary user in this field).
  9 KB (1,484 words) - 10:11, 15 April 2024
• Client view
  ...info tab|'''General info''']]</U> — view and edit company info, primary user, and payment conditions; ...nt view page – CRM tab|'''CRM''']]</U> — on this tab, you can view and update the client status and source, manage client-associated to-dos and communica
  1 KB (227 words) - 10:43, 14 October 2022
• Client view page – General info tab
  *'''"[[Update client details|<U>Update</U>]]"''' — click it to start editing general information about your clie ...ts. But you may deactivate the client on the '''<u>[[Update client details|Update client details]]</u>''' page.
  4 KB (575 words) - 12:18, 13 October 2022
• Update client details
  ...n the respective client profile and click '''"Update"''' to display the '''Update client''' page: [[File:Update client profile.1.png|border|1070px]]
  1 KB (158 words) - 11:15, 14 October 2022
• Vendors list
  *'''Primary user name ''' — displays vendors with the primary user name containing the specified symbols combination. *'''Primary user email''' — displays vendors with the email containing the specified symbo
  5 KB (762 words) - 11:37, 4 May 2023
• Import vendors from Excel
  ...ill not be sent, but you can <U>'''[[Vendor view page, General tab#Primary user|invite vendors later]]'''</U>). ...vendors' profiles at any time. For more details, please check the '''<U>[[Update vendor details#Assignability|Assignability]]</U>''' section.''
  12 KB (1,871 words) - 11:09, 30 March 2023
• Vendor view page, General tab
  *'''"[[Update vendor details#General information|<U>Update</U>]]'''" — click it to start editing general information about your vend ...with recorded jobs. But you may <U>[[Vendor view page, General tab#Primary user|'''disable their access''']]</U> to accounts.
  4 KB (659 words) - 10:18, 1 May 2023
• Update vendor details
  ...n the respective vendor profile and click '''"Update"''' to display the '''Update vendor''' page: [[File:Update vendor profile.png|border|1070px]]
  1 KB (223 words) - 15:00, 14 October 2022
• Send quote
  In this case, the primary user will be the default recipient of the quote. You have the option not to send quotes to the primary user.
  3 KB (531 words) - 10:32, 13 September 2022
• Change account owner
  ...the owner of an account (the <U>'''[[Access rights|role]]'''</U> for this user should be "Administrator"). Assign a new owner and click '''"Update"''' to confirm changes:
  678 bytes (107 words) - 14:29, 13 September 2022
• Client pools
  Once the client pool is created, click the '''"Update"''' button in the "Number of clients" row to add clients to the pool: [[File:Update number of clients.png|border|1070px]]
  5 KB (787 words) - 17:07, 5 December 2023
• Frequently Asked Questions
  Even if a license is expired, a user can log in to their account, see and export the data to Excel. The user won't be able only to create new objects (add new clients\vendors, create q
  36 KB (5,950 words) - 18:44, 27 December 2023
• Enterprise edition user manual
  [[File:Redirect.jpg|40px|link=Enterprise edition user manual]] Back to the '''table of contents'''. On the "'''My Profile'''" page you can update your personal information, the time zone you are located in, and change you
  64 KB (10,245 words) - 11:21, 28 February 2023
• Vendor user manual
  [[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''. On the '''Vendor Profile''' page you can update your personal information, change your username and account password.
  17 KB (2,733 words) - 15:15, 27 October 2023
• Freelance edition user manual
  [[File:Redirect.jpg|40px|link=Freelance edition user manual]] Back to the '''table of contents'''. On the "'''My Profile'''" page you can update your personal information, the time zone you are located in, change your us
  40 KB (6,336 words) - 12:37, 19 June 2023
• My profile
  ...ger profile page: [https://cloud.protemos.com/user/view cloud.protemos.com/user/view]'' On the '''My Profile''' page you can update your personal information, the time zone you are located in, change your us
  1 KB (217 words) - 10:00, 28 July 2023
• Create job tenders
  ''Here you may also update tender variables or delete the tender by clicking the corresponding buttons On this page, you may also update tender variables, delete it, remove/add vendors by clicking the correspondi
  8 KB (1,384 words) - 12:50, 4 May 2023
• Client user manual
  On the '''My Profile''' page you can update your personal information, change your username and account password. [[File:Redirect.jpg|40px|link=Client user manual]] Back to the '''table of contents'''.
  18 KB (2,821 words) - 11:19, 19 October 2022
• Email templates
  *'''{RECIPIENT_NAME}''' - full name of the contact or primary user of the client receiving the quote; *'''{RECIPIENT_NAME}''' - full name of the contact or primary user of the client receiving the multi-quote;
  4 KB (646 words) - 14:16, 15 August 2022