Protean Software Classroom Training sessions up to January 2020. Customer Relationship Management (CRM) Tuesday 24th September 2019, 1 day The session will cover all aspects of customer relationship management from prospect management to sales opportunities and more. This session does not include use of the Protean Sales App – See […]
Classroom Training Schedule
Protean Software Classroom Training sessions up to July 2019 including 2 free of charge courses! Hire Operations Tuesday 19th March 2019, 1 day The session will cover all aspects of hire operations from creating new contracts, including searching available equipment and hire extras, to suspending and completing contracts. Suitable for all […]
Sage 200 Integration – Update Notice
It has come to our attention that Sage have expanded their 200 range of products and renamed some of them and it has created some confusion as to which products Protean will interface with. There are now three versions of Sage 200: Sage 200cloud Professional On premise solution (Desktop) Sage […]
Classroom Training Schedule
Protean Software Classroom Training sessions up to February 2019 including 2 free of charge courses! Customer Relationship Management (CRM) Tuesday 25th September 2019, 1 day The session will cover all aspects of customer relationship management from prospect management to sales opportunities and more. Suitable for all users* New User Training – […]
Register for our upcoming free webinars. March – May 2018
We are pleased to announce our next 3 webinars! Register now to find out how to get the most out of Protean using existing functionality. Employee Setup and Security Access Rights Thursday 29th March 2018, 10:00AM-11:00AM BST Find out how to setup employees and create security roles for controlling access […]
Classroom Training Schedule
Protean Software Classroom Training sessions up to July 2018 including 2 free of charge courses! Maintenance Contract Operations Tuesday 13th March 2018, 1 day This session will cover all aspects of Maintenance Contract Operations from creation to invoicing and more. Suitable for all users* New User Training – Free of […]
Sage Integration – Update Notice
We are aware some of our customers using integration with Sage have recently had an update from Sage asking them to upgrade their Sage before February 14th 2018. Please be aware from the details below which current versions of Sage are compatible with Protean. Sage 50 (v23) 2017: Protean 7.3.4223 […]
Professional Services Calendar Launch
We have now added a Professional Services Calendar to our support website. This contains details of upcoming classroom training courses and webinars hosted by our team of consultants. Booking requests for our classroom sessions can now be made using this calendar. To access this navigate to the home tab on […]
Register for our upcoming free webinars. December 2017 – February 2018
We are pleased to announce our next 3 webinars! Register now to find out how to get the most out of Protean using existing functionality. HVAC Industry – Gas Safe and F Gas Functionality Thursday 14th December 2017, 10:00AM-11:00AM GMT Learn how to make use of the Gas-Safe approved certificates […]
Customer Day 2017
On Thursday 9th November we held our recent Customer Day. We had a fantastic attendance and a great day was had by all. Presentations by Tech UK, ECSC & Pan Intelligence were well received but the real highlights for our attendees were the Protean sessions on improvements to professional services […]