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Getting Started
12

Getting Started

Last Update 8 maanden geleden
A collection of articles that will guide you in using Proxuma for the first time.
Alvin and Karla
Welcome to Proxuma
Last Update één jaar geleden
Setting up Proxuma from scratch
Last Update 8 maanden geleden
Create task and ticket
Last Update 8 maanden geleden
Create a service call for a task
Last Update 8 maanden geleden
Create a service call for a ticket
Last Update 8 maanden geleden
Creating service calls in month and year view
Last Update 9 maanden geleden
Generate Autotask's API credentials (Client ID and Secret)
Last Update 8 maanden geleden
Set up Outlook sync with Proxuma
Last Update 10 maanden geleden
Create a service call in the project module
Last Update 8 maanden geleden
Appointment Filters
Last Update 8 maanden geleden

Other Categories

Autotask Settings
A comprehensive set of articles that will help you set up essential configurations in Autotask for Proxuma to work seamlessly.
9 articles and other
Last Update 8 maanden geleden
Proxuma Settings
A comprehensive set of articles that will help you configure Proxuma's General and Resources Settings.
6 articles and other
Last Update 8 maanden geleden
Users
Create, activate, and manage users using the different user management actions in Proxuma.
7 articles and and other
Last Update 8 maanden geleden
Planning
A collection of articles that will guide you to the different components of the Planning Tab and how you can create and manage tasks and tickets.
6 articles and other
Last Update 8 maanden geleden
Projects
A collection of articles about Proxuma's Project tab.
6 articles and other
Last Update 8 maanden geleden
Notifications
Understanding the Notifications tab and the different codes generated by Proxuma.
2 articles and other
Last Update 8 maanden geleden
Logs
An essential tab in Proxuma that provides detailed logs for Logins and APIs transactions.
2 articles and other
Last Update 8 maanden geleden
Billing & Subscription
Update your Proxuma's account subscription, modify payment, and download invoice.
3 articles and other
Last Update 8 maanden geleden
FAQ
A collection of Frequently Asked Questions about Proxuma.
25 articles and other
Last Update 8 maanden geleden