Difference between revisions of "Useful Keys"
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=== Selecting === | === Selecting === | ||
| − | *{{KeyPress|F1}} and {{KeyPress|S-F1}} - This moves you forwards and backwards through things such as stock codes, accounts, | + | *{{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/Modified an Item === | === Checking Who Created/Modified an Item === | ||
| − | *{{KeyPress|C-F2}} - This will show you creation and/or modification information when on stock codes, accounts, | + | *{{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 === | ||
| Line 37: | Line 37: | ||
=== 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 == | ||
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* [[Platinum Dates]] | * [[Platinum Dates]] | ||
* [[How do I call up the CRM?]] | * [[How do I call up the CRM?]] | ||
| − | * [[What's the difference between | + | * [[What's the difference between search and filter?]] |
* [[Whats this 'Open Link' on the options menu?]] | * [[Whats this 'Open Link' on the options menu?]] | ||
* [[Platinum Clipboard]] | * [[Platinum Clipboard]] | ||
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
