How to run Batch Update? Click on the small arrow below the Invoices button ➔ Select Batch Update Within here you will have the option to ‘Do all Batch Updates’ which will send across everything on Protean relating to all the tick boxes below across to your accounts package.Or you […]
Licence Manager
Licence Manager To get to Licence Manager go to System ➔ Security ➔ Licence Manager The Licence Manager in Protean allows you to see what type of licence you have (Concurrent or Per Seat); how many licences are in use (for Per Seat); which PDA’s are licenced (Sales & Engineers); […]
Creating Equipment
Creating a new Equipment record Go to Equipment ➔ Create Equipment At this point you will be presented with the standard Equipment record page and you will need to go through and fill out the mandatory information such as the make and model. This will automatically assign an equipment number.It […]
How do I set up Equipment for Hire?
How do I set up Equipment for Hire? Firstly, you will need to open the equipment record you wish to make available for Hire. The equipment needs to be a ‘Stock’ status piece of equipment.You then need to click on the Financial tab and click the Capitalise button. Once you […]
Invoicing Multiple Hire Contracts
Invoicing Multiple Hire Contracts Instead of invoicing Hire Contracts individually you can select different Hire Contract Types and create a batch of invoices Click on the Hire tab If you operate multiple depots firstly select the relevant Depot or leave the selection as ‘(All)’ Select Active and/or Terminations to identify […]
Phrase Book
How Do I Add A Phrase To The Phrase Book? Go to System > General > Phrase Book Type the Phrase you wish to add to the Phrase Book. From the drop-down list select where you wish to use this Phrase. The options are: Activity, Inspections, Job Visits or Messages. […]
How Do I Create A New Maintenance Contract Type?
Go to System > Maintenance > Maintenance Contract Types Click into the Name box and type or overtype in the name of the new Contract Type you wish to create. Select the Labour Rate. Select the Sales Account and Dept (if appropriate) Optionally, fill in the default length of this […]
How Do I Create An Activity Type?
How Do I Create An Activity Type? Go to System > Job > Activity Types Type the new activity type you require in the blank field and tick whether this type of Activity is work related, paid or classed as out of Office. Then if you wish, you can assign […]
How Do I Create a New Task Type?
How Do I Create a New Task Type: Go to System > CRM > Task Types Scroll to the bottom of the list and free type in the box and tick “Show in Diary” if you would like this to appear in the diary. Your new Task Type will now […]
How Do I Delete a Task Type?
How Do I Delete a Task Type? Go to System > CRM > Task Types Highlight the task you want to delete and click the delete button. When you have finished amending the list click Close to exit the screen. Please note you cannot delete a task type that has […]