The new Promob home screen presents the main information and tools for starting your work, whether it's starting and changing the design of environments or consulting your customer portfolio and the status of projects.
With this information you can organise and manage your customer portfolio and designs.
Menu Bar
Here you'll find Promob's tools and options, divided into menus. The following options are available in the File menu:
New design: create a new design. Clicking on this icon opens the screen for entering customer data and the design name;
Import project: option to import a design generated in another Promob. For more information click here;
Preferences: setting Promob preferences. For more information, visit the links below.
Update Promob: updates with improvements and corrections to your products. For more information, click here;
Quit: option to close Promob.
The following options are available in the Help menu:
Subscription: subscription details;
Promob Help: shortcut to access our Knowledge Base;
Support Page: shortcut to our Support Page;
Solicitations / Open solicitations / Promob's Service Portal: shortcut to access the Promob Portal;
Computer information / Send computer information: access and option to send computer data for support purposes;
Reset files:
About: access to information about Programme registration and company data.
Gallery
Here you can find all the renders uploaded to the Design Portfolio and Promob gallery. Filters can be applied for optimised viewing. For more information, click here.
Designs/Customers
The Projects tab shows all the designs developed using the licences in your account. If you have more than 1 Promob licence in your CPF/CNPJ, the designs of all the serial numbers will be displayed.
To make viewing easier, you can customise the information using the filters. For more information, click here.
The Customers tab gives you access to your customer portfolio. Here you can keep track of how many designs have been carried out for each customer, view the renderings and technical documentation for each one, among other features. For more information, click here.
Filter by search term
When you enter a search term, the grid will only list the designs that have the term in their name or in the customer's name.
Design sorting options
The options for sorting designs are:
- By modified date;
- By customer name;
- By recent.
Refresh
This function allows you to update the list of designs.
Trash bin
Through this option you can access the list of deleted designs via the Recycle Bin. For more information, click here.
Show filters
To find out more about applying filters in the Design tab, click here.
Change project's customer
With this function you can change the customer of one or more selected designs. For more information, click here.
Edit buttons
You can use these options to:
- Open the selected design;
- Duplicate the selected design;
- Export the selected design;
- Create options for the selected design.
Customer Data
This is where you can find detailed information about the customer of the selected design. As well as their name, email address and telephone number, you can also enter their address, documents and notes. For more information, click here.
Design Details
In these fields you can view the details and progress of the design, such as: project name, project status and estimated closing and delivery dates. For more information, click here.
Central Promob
This option gives you access to new Promob news, as well as subscription information and shortcuts to the Knowledge Base, Promob Portal and Virtual Assistant.
Enable/disable Design Details
With this option you can activate or hide the Design Details.
Notifications
Notifications can be generated depending on the status of the design.
There are three possible types of activities and notifications: no. of converted projects with no delivery date entered, no. of projects in progress and unchanged for more than 30 days or no. of projects in progress with no estimated closing date entered.
Conection P
This is one of the communication channels with Promob. Through this link you receive and view notifications related to your licence, such as updates, news, adjustments and changes. For more information, click here.