Difference between revisions of "Articles"
From Catalyst
(→Assigned & Awaiting Title Confirmation) |
|||
| Line 35: | Line 35: | ||
=== Assigned & Awaiting Title Confirmation === | === Assigned & Awaiting Title Confirmation === | ||
| − | *[[How do I Create a Warranty | + | *[[How do I Create a Workshop Warranty Job?]] - RG - CWA OK |
| − | *[[How do I Attach a Scanned | + | *[[How do I Attach a Scanned Image to a Purchase Invoice?]] - RG - CWA OK |
| − | *[[How do I | + | *[[How do I View a Scanned Image of a Purchase Document?]] - RG - CWA OK |
| − | *[[How | + | *[[How do I See a Summary of an Employee's Pay?]] - RG - CWA OK |
| − | + | *[[How do I Add a Fuel Surcharge to a Logistics Invoice?]] - RH - CWA OK | |
| − | *[[How do I Add a Fuel | + | *[[Kawasaki Composite Information]] - CM - CWA OK |
| − | + | *[[How do I Set up Statuses for Sales Orders?]] - CM - CWA OK | |
| − | *[[Kawasaki Composite Information]] - CM | + | *[[What are the Statuses of a Customer Order?]] - CM - CWA OK |
| − | *[[How do I Set up Statuses for Sales Orders?]] - CM | + | *[[How do I Record a Prospect's Interest in a Vehicle?]] - CM - CWA OK |
| − | *[[What are the Statuses of a Customer Order?]] - CM | + | *[[How do I Convert a Prospect into an Account?]] - CM - CWA OK |
| − | *[[How do I Record a Prospect's Interest in a Vehicle?]] - CM | + | *[[How do I Create a Quote for a Prospect?]] - CM - CWA OK |
| − | *[[How do I Convert a Prospect into an Account?]] - CM | + | *[[How do I Convert a Prospect Quote into a Sales Order?]] - CM - CWA OK |
| − | *[[How do I Create a Quote for a Prospect?]] - CM | + | *[[How do I Set up Prospect Finance Details?]] - CM - CWA OK |
| − | *[[How do I Convert a Prospect Quote into a Sales Order?]] - CM | + | *[[How do I Add Finance Details to a Prospect Quote?]] - CM - CWA OK |
| − | *[[How do I | + | *[[How do I Transfer Prospects Between Sales People?]] - CM - CWA OK |
| − | *[[How do I Add Finance | + | *[[How do I Create Additional PDI Job Choices?]] - CM - CWA OK |
| − | *[[How do I Transfer Prospects Between Sales People?]] - CM | + | *[[How do I Create Prospect Interests?]] - CM - CWA OK |
| − | *[[How do I Create Additional PDI Job Choices?]] - CM | + | *[[How do I Create Prospect Interest Categories?]] - CM - CWA OK |
| − | *[[How do I Create Prospect Interests?]] - CM | + | *[[How do I Make Prospect Interests Mandatory?]] - CM - CWA OK |
| − | *[[How do I Create Prospect Interest Categories?]] - CM | + | *[[How do I Make Customer Attributes Mandatory?]] - CM - CWA OK |
| − | *[[How do I Make Prospect Interests Mandatory?]] - CM | + | *[[How do I Make Supplier Attributes Mandatory?]] - CM - CWA OK |
| − | *[[How do I Make Customer Attributes Mandatory?]] - CM | + | *[[How do I Make Vehicle Features Mandatory?]] - CM - CWA OK |
| − | *[[How do I Make Supplier Attributes Mandatory?]] - CM | + | *[[How do I Make Stock Attributes Mandatory?]] - CM - CWA OK |
| − | *[[How do I Make Vehicle Features Mandatory?]] - CM | + | *[[How do I Make Workshop Job Types Mandatory?]] - CM - CWA OK |
| − | *[[How do I Make Stock Attributes Mandatory?]] - CM | + | *[[How do I Find a Prospect?]] - CM - CWA OK |
| − | *[[How do I Make Workshop Job Types Mandatory?]] - CM | + | *[[How do I Print a Ledger Listing?]] - CM - CWA OK |
| − | *[[How do I Find a Prospect?]] - CM | + | *[[How do I Print a Transaction History?]] - CM - CWA OK |
| − | *[[How do I Print a | + | *[[How do I Create a Diary Appointment Type?]] - TL - CWA OK |
| − | + | *[[How do I Set a Deadline on a Task?]] - TL - CWA OK | |
| − | *[[How do I Print a | + | *[[How do I Set a Priority on a Task?]] - TL - CWA OK |
| − | + | *[[How do I Create Quick Text for Workshop Jobs?]] - TL - CWA OK | |
| − | + | *[[How do I Convert Contacts to Accounts?]] - TL - CWA OK | |
| − | *[[How do I Create | ||
| − | *[[How do I | ||
| − | *[[How do I | ||
| − | *[[How do I Create Quick Text for Workshop Jobs?]] - TL | ||
| − | *[[How do I Convert Contacts to Accounts?]] - TL | ||
Revision as of 13:14, 5 August 2011
Use this page to add articles.
- Login to the Knowledge Base and press the [edit] button, add your page name to the list below (order does not matter) in between [[<your page name>]] below.
- Save the page.
- Click on the Red link you have created to start creating your page.
- Follow the rules outlined in the [guide] for how to write your article.
Remember: What you write here becomes live the moment you press [Save]...
Contents
Knowledge Base
Articles in Red have yet to be written, articles in Blue have already been written and their entry here can be removed.
Unassigned
- How can I Hide Obsolete Stock Lines from the Stock Search? - CWA Hold
- How can I Hide Customers/Suppliers from the Account Search? - CWA Hold
- Why are Stock Codes Missing from the Search? - CWA Hold
- Why are Customers Missing when I Search for them? - CWA Hold
- Why are Suppliers Missing when I Search for them? - CWA Hold
Title confirmed, Assigned & In Progress
- How do I Remove Old Backorder References? - NS - CWA ok - AWAITING MANTIS
- How do I Order Parts for a Customer? - RH - CWA OK
- How do I Retrieve a Customer Parts Order? - RH - CWA OK
- How do I Split an Order Item? - RH - CWA OK
- How do I Retrieve Selected Items from an Order? - RH - CWA OK
- How do I Add a Fuel Surcharge To Logistics Invoices? - RH - CWA OK
- Creating a Sales Ledger Posting - RG - CWA HOLD
- How do I Resize my Window in Platinum? - TL - LW OK
Assigned & Awaiting Title Confirmation
- How do I Create a Workshop Warranty Job? - RG - CWA OK
- How do I Attach a Scanned Image to a Purchase Invoice? - RG - CWA OK
- How do I View a Scanned Image of a Purchase Document? - RG - CWA OK
- How do I See a Summary of an Employee's Pay? - RG - CWA OK
- How do I Add a Fuel Surcharge to a Logistics Invoice? - RH - CWA OK
- Kawasaki Composite Information - CM - CWA OK
- How do I Set up Statuses for Sales Orders? - CM - CWA OK
- What are the Statuses of a Customer Order? - CM - CWA OK
- How do I Record a Prospect's Interest in a Vehicle? - CM - CWA OK
- How do I Convert a Prospect into an Account? - CM - CWA OK
- How do I Create a Quote for a Prospect? - CM - CWA OK
- How do I Convert a Prospect Quote into a Sales Order? - CM - CWA OK
- How do I Set up Prospect Finance Details? - CM - CWA OK
- How do I Add Finance Details to a Prospect Quote? - CM - CWA OK
- How do I Transfer Prospects Between Sales People? - CM - CWA OK
- How do I Create Additional PDI Job Choices? - CM - CWA OK
- How do I Create Prospect Interests? - CM - CWA OK
- How do I Create Prospect Interest Categories? - CM - CWA OK
- How do I Make Prospect Interests Mandatory? - CM - CWA OK
- How do I Make Customer Attributes Mandatory? - CM - CWA OK
- How do I Make Supplier Attributes Mandatory? - CM - CWA OK
- How do I Make Vehicle Features Mandatory? - CM - CWA OK
- How do I Make Stock Attributes Mandatory? - CM - CWA OK
- How do I Make Workshop Job Types Mandatory? - CM - CWA OK
- How do I Find a Prospect? - CM - CWA OK
- How do I Print a Ledger Listing? - CM - CWA OK
- How do I Print a Transaction History? - CM - CWA OK
- How do I Create a Diary Appointment Type? - TL - CWA OK
- How do I Set a Deadline on a Task? - TL - CWA OK
- How do I Set a Priority on a Task? - TL - CWA OK
- How do I Create Quick Text for Workshop Jobs? - TL - CWA OK
- How do I Convert Contacts to Accounts? - TL - CWA OK
