Difference between revisions of "Useful Keys"
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=== Viewing Customer/Supplier Activity === | === Viewing Customer/Supplier Activity === | ||
[[Image:Icons-215.png|left|45px]] | [[Image:Icons-215.png|left|45px]] | ||
| − | This button appears when looking at the name and address on a customer/supplier account and will take you to the "Customer Relationship Manager". This allows you to view and re-print invoices and view all the activity for a particular account. For more detailed help on this, click [[How do I call up the CRM?| | + | This button appears when looking at the name and address on a customer/supplier account and will take you to the "Customer Relationship Manager". This allows you to view and re-print invoices and view all the activity for a particular account. For more detailed help on this, click [[How do I call up the CRM?|here]]. |
=== Getting to the Knowledge Base === | === Getting to the Knowledge Base === | ||
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* [[How do I call up the CRM?]] | * [[How do I call up the CRM?]] | ||
* [[What's the difference between Search and Filter?]] | * [[What's the difference between Search and Filter?]] | ||
| − | * [[Whats this 'Open Link' on the | + | * [[Whats this 'Open Link' on the options menu?]] |
* [[Platinum Clipboard]] | * [[Platinum Clipboard]] | ||
{{KB_Tags|useful, use, keypress, key, press, keypresses, crib sheet, crib, sheet, handy, hints, video}} | {{KB_Tags|useful, use, keypress, key, press, keypresses, crib sheet, crib, sheet, handy, hints, video}} | ||
{{Guide}}{{Hint}}{{GStart}} | {{Guide}}{{Hint}}{{GStart}} | ||
Revision as of 10:07, 4 January 2019
Contents
Summary
When starting out in Platinum there are some useful key presses that can help you through out the system to get you working like a professional as quickly as possible.
More Information
- Platinum Shortkeys
Downloading a Handy Crib Sheet
Click here to download a handy one page crib sheet for your users.
Selecting
- <F1> and <Shift+F1> - This moves you forwards and backwards through things such as stock codes, accounts, vehicle numbers etc.
Editing
- <Shift+F10> - This will allow you to create or edit items such as stock codes, accounts, vehicle numbers and so forth.
Checking Who Created/Modified an Item
- <Ctrl+F2> - This will show you creation and/or modification information when on stock codes, accounts, vehicle numbers etc allowing you to see who created or modified them last.
Searches
Click this button or press <Ctrl+F1> - This allows you to do a search from anywhere in the system on things such as stock codes, accounts, vehicle numbers etc.
Seeing all the Options
Click this button or press <F12> - This will take you to a list of all the options available from the field your cursor is on. This can be a handy reminder when you start using the system.
Seeing Detailed Help on All the Options
Click this button or press <F11> - This will take you to a detailed help page for all the options available from the field your cursor is on.
Viewing Customer/Supplier Activity
This button appears when looking at the name and address on a customer/supplier account and will take you to the "Customer Relationship Manager". This allows you to view and re-print invoices and view all the activity for a particular account. For more detailed help on this, click here.
Getting to the Knowledge Base
This button or going to Help (at the top of the Platinum Screen) -> Software Support -> Knowledge Base, will take you to the wealth of useful information like this article on the Platinum Knowledge Base. If there is a specific article related to where you are in the system, a list will appear when the button is clicked.
See also
- Platinum Conventions
- Platinum Dates
- How do I call up the CRM?
- What's the difference between Search and Filter?
- Whats this 'Open Link' on the options menu?
- Platinum Clipboard
