Knowledge Base

• Protean Intelligence – Quick Start Users Guide
• Webinar – Setting up and using Parts Holding Categories, Price Categories and Discount Categories
• Webinar – Carrying out Parts Stock Takes
• Webinar – Setting up Miscellaneous Types, Job Types & Service Types
• Webinar – Feature Release 7

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• Mobile Sales App User Guide

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• Protean Accounts Integration
• Engineer Mobile Device User Guide
• New Starter User Guide
• Webinar: Protean Tips and Tricks
• Quick Start Video 7: Finding and Editing Jobs

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• Xero Integration
• Protean Accounts Integration Setup & Best Practice – User guide
• Protean Intelligence – Quick Start Users Guide
• MyTotalSource TVH Link User Guide
• Labour Recovery Notes

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• Protean projects overview
• Adding Attachments to Jobs
• Webinar – Equipment Swap Out Functionality
• Making Changes to Completed Job Visits
• Setting Engineer Home Location User Guide

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• Setting Engineer Home Location User Guide
• Setting Up Engineer Types
• Engineer Types
• Can I flag an Activity Type as unpaid?
• Where Can I use Activity Types?

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• Adding Attachments to Jobs
• Webinar – Equipment Swap Out Functionality
• Setting Engineer Home Location User Guide
• Engineer Mobile Device User Guide
• Webinar: Feature Release 6 (FR6) – Equipment Out of Action (OOA)

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• Webinar – Carrying out Parts Stock Takes
• Webinar – Setting up Miscellaneous Types, Job Types & Service Types
• Webinar – Feature Release 7
• Webinar – New Protean Intelligence
• Webinar – Cross Hire Process

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• Webinar – Setting up and using Parts Holding Categories, Price Categories and Discount Categories
• Webinar – Equipment Swap Out Functionality
• Webinar – Carrying out Parts Stock Takes
• Stock Adjustment Categories
• Price Lists – Price Calculation Methods

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• Setting up Commodity Codes in Protean
• Landed Cost Types – Creation
• Landed Cost Types – An Explanation
• How do I control a users’ Purchasing Limits?
• How do I Cancel the Rest of a Partly Received Purchase Order

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• Protean & Sage 200 integration
• How do I add attachments to a Supplier record?
• Setting up Suppliers to Use Discounts
• Adding New Suppliers
• Suppliers: Purchase Order Email Addresses

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• Enhanced Password Security Options
• Where Can I use Activity Types?
• Setting Purchase Order limits for Employees
• How To Set Up A Recipient Group
• Users Logged On

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• Enhanced Password Security Options
• Setting Up Employee Attributes
• An Employee is leaving what do I do?
• How to Switch Mobile Engineer Licences
• How do I control a users’ Purchasing Limits?

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• How do I create a Credit Note for a Hire Contract?
• How do I create a Credit Note for a Job?
• How do I create a Credit Note for a Maintenance Contract?
• How do I create a Credit Note for a Miscellaneous Sale?
• How do I create a Credit Note for a Parts Sale?

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• Webinar: Protean Scheduler
• How to Restart the Scheduler
• Scheduler
• Scheduler Preset Alerts
• Scheduler Tasks

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• Archiving Sales Invoices
• Applying EORI Numbers to your Protean Reports
• Setting up Commodity Codes in Protean
• Enhanced Password Security Options
• Webinar – New Protean Intelligence

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• Archiving Sales Invoices
• Webinar – Customer Web Interface
• Protean & Sage 200 integration
• Protean Outlook Add-In
• How do I add Attributes to a Customer Account?

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• Archiving Sales Invoices
• Webinar: Sales Invoicing
• How do I create a Credit Note for a Parts Sale?
• How do I create a Credit Note for an Equipment Sale?
• How do I enter a Purchase Invoice in the Currency of the Supplier?

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• Webinar – Equipment Swap Out Functionality
• Webinar: Feature Release 6 (FR6) – Equipment Out of Action (OOA)
• Equipment Pop-Up Notes
• Adding Default Inspections to Services
• How do I add attachments to an Equipment record?

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• Webinar: Sales Invoicing
• Maintenance Contract Self-Billing
• Adding Default Inspections to Services
• How do I Attach files to a Maintenance Contract?
• Creating a New Service Type

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• Webinar – Cross Hire Process
• How to Create a Cross-Hire Purchase Order
• How do I set up a Global Suspension?
• Hire Extras
• Off Hiring Equipment

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• Mobile Sales App User Guide
• Webinar: Sales Mobile Application
• Webinar: Sales Invoicing
• How do I Attach files to a Sales Order?
• Adding New Sales Opportunity Status’

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• Xero Integration
• Protean Accounts Integration
• Posting invoice with Postponed VAT to Sage
• Protean Accounts Integration Setup & Best Practice – User guide
• Labour Recovery Notes

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• Webinar: Sales Mobile Application
• Following up tasks
• Adding a New Contact on a Task
• Setting pop-up reminders for yourself or another user
• CRM Module User Guide

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• Webinar: Protean Projects
• Webinar – Setting up and using Parts Holding Categories, Price Categories and Discount Categories
• Webinar – Equipment Swap Out Functionality
• Webinar – Carrying out Parts Stock Takes
• Webinar – Setting up Miscellaneous Types, Job Types & Service Types

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• Protean Accounts Integration
• Archiving Sales Invoices
• Applying EORI Numbers to your Protean Reports
• Setting up Commodity Codes in Protean
• Protean Accounts Integration Setup & Best Practice – User guide

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• Data Import Template – Customers & Sites (Protean 7.4)
• Data Import Template – Jobs
• Data Import Template – Job Visits / Job Labour
• Data Import Template – Misc Sales Orders
• Data Import Template – Job Parts

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• Enhanced Password Security Options
• Webinar – Customer Web Interface
• Webinar: Feature Release 6 (FR6) – Equipment Out of Action (OOA)
• Protean Customer Web Interface

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• Archiving Sales Invoices
• Applying EORI Numbers to your Protean Reports
• Webinar – New Protean Intelligence
• Access Rights & Reports

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• Protean 7.5 FR1 Release notes
• Protean 7.4 MR4.10 Release notes
• Protean 7.4 MR4.9 Release notes
• Protean 7.4 MR4.8 Release notes
• Protean 7.4 MR4.7 Release notes

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• Making Changes to Completed Job Visits
• Access Rights & Security Roles User Guide
• Access Rights & Reports
• Access Rights – Jobs Require Authorisation
• How Do I Set Up A New Security Role?

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• Archiving Sales Invoices
• Setting up Commodity Codes in Protean
• Making Changes to Completed Job Visits
• Protean Outlook Add-In
• Mobile Device Refresh – Android Battery Optimisation

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• GDPR Compliance Statement
• Fair Processing Notice

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• GDPR Compliance Statement
• Fair Processing Notice
• Webinar: GDPR Toolkit Review
• Anonymising Prospect Records
• Anonymising Ex-Employee Records

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