Difference between revisions of "Useful Keys"
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| − | + | == 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 == |
| − | + | ||
| + | * {{YouTube|bDu97IWPcXA|Platinum Shortkeys}} | ||
| + | |||
| + | === Downloading a Handy Crib Sheet === | ||
| + | Click [[Media:Useful_Keys.pdf|here]] to download a handy one page crib sheet for your users. | ||
| − | |||
=== Selecting === | === Selecting === | ||
| − | *{{KeyPress|F1}} | + | *{{KeyPress|F1}} and {{KeyPress|S-F1}} - This moves you forwards and backwards through things such as stock codes, accounts, unit numbers etc. |
=== Editing === | === Editing === | ||
| − | *{{KeyPress|S-F10}} - This will allow you to create or edit items such as stock codes, accounts, | + | *{{KeyPress|S-F10}} - This will allow you to create or edit items such as stock codes, accounts, unit numbers and so forth. |
| − | === Checking Who Created | + | === Checking Who Created/Modified an Item === |
| − | *{{KeyPress|C | + | *{{KeyPress|C-F2}} - This will show you creation and/or modification information when on stock codes, accounts, unit numbers etc allowing you to see who created or modified them last. |
=== Searches === | === Searches === | ||
[[Image:Icons-012.png|left|45px]] | [[Image:Icons-012.png|left|45px]] | ||
| − | Click this button or press {{KeyPress|C-F1}} - This allows you to do a search from anywhere in the system on things such as stock codes, accounts, | + | Click this button or press {{KeyPress|C-F1}} - This allows you to do a search from anywhere in the system on things such as stock codes, accounts, unit numbers etc. |
| − | |||
=== Seeing all the Options === | === Seeing all the Options === | ||
[[Image:Icons-004.png|left|45px]] | [[Image:Icons-004.png|left|45px]] | ||
| + | |||
Click this button or press {{KeyPress|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. | Click this button or press {{KeyPress|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 === | === Seeing Detailed Help on All the Options === | ||
[[Image:Icons-003.png|left|45px]] | [[Image:Icons-003.png|left|45px]] | ||
| − | Click this button or press {{KeyPress|F11}} - This will take you to a detailed help page for all the options available from the field your cursor is on | + | Click this button or press {{KeyPress|F11}} - This will take you to a detailed help page for all the options available from the field your cursor is on. |
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| − | |||
| − | |||
| − | |||
| − | |||
| + | === Viewing Customer/Supplier Activity === | ||
| + | [[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?|here]]. | ||
=== Getting to the Knowledge Base === | === Getting to the Knowledge Base === | ||
[[Image:Icons-217.png|left|48px]] | [[Image:Icons-217.png|left|48px]] | ||
| − | This button or going to | + | This button or going to {{Menu|Help|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 == | == 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]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|useful, use, keypress, key, press, keypresses, crib sheet, crib, sheet, handy, hints, video}} |
| − | {{ | + | {{Guide}}{{Hint}}{{GStart}} |
Latest revision as of 16:38, 16 April 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, unit numbers etc.
Editing
- <Shift+F10> - This will allow you to create or edit items such as stock codes, accounts, unit 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, unit 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, unit 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 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
