Difference between revisions of "Articles"
From Catalyst
(→For Proof Reading) |
(→CM) |
||
| Line 29: | Line 29: | ||
* [[How do I Create a Dynamic E-Mail?]] - CM - CWA OK | * [[How do I Create a Dynamic E-Mail?]] - CM - CWA OK | ||
* [[How do I Update the Mileage on a Vehicle from a Jobcard?]] - CM - CWA OK | * [[How do I Update the Mileage on a Vehicle from a Jobcard?]] - CM - CWA OK | ||
| − | |||
* [[How do I set or change my Platinum Online Password?]] - CM Not to be Reviewed until POnline ready for release | * [[How do I set or change my Platinum Online Password?]] - CM Not to be Reviewed until POnline ready for release | ||
* [[How do I connect to my Platinum Online?]] - CM | * [[How do I connect to my Platinum Online?]] - CM | ||
Revision as of 13:27, 14 October 2013
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.
LEGEND
-#- = Added to KB Links
Unassigned\On Hold
- How can I Hide Customers/Suppliers from the Account 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
For Proof Reading
Title confirmed, Assigned & In Progress
CM
- How do I Deal with Fixed Asset Disposals? - CWA OK
- How do I Create a Dynamic SMS Message? - CM - CWA OK
- How do I Create a Dynamic E-Mail? - CM - CWA OK
- How do I Update the Mileage on a Vehicle from a Jobcard? - CM - CWA OK
- How do I set or change my Platinum Online Password? - CM Not to be Reviewed until POnline ready for release
- How do I connect to my Platinum Online? - CM
RG
- How do I Add a Sub Contractor to a Logistics Job? - RG - CWA OK #
- Creating a New Logistics Job Analysis Code - RG - CWA OK #
- How to See a Job Totals Summary without Invoicing - RG - CWA OK
- How do I Add Internal Notes to a Job? - RG (Notes tab) - CWA OK
- How do I Schedule a Technician for a Job? - RG (adding primary skill) - CWA OK
- Dealing with Backorders in Invoicing and Customer Orders - RG - CWA OK
- How do I Set Qualifying Days for Sick Pay? - RG - CWA OK #
- How do I Put an Employee on Emergency Tax? - RG - CWA OK #
- How do I Change an Employee to be a Company Director? - RG - CWA OK #
- Where can I Log my Employees Passport Number? - RG - CWA OK. #
- How can I Warn about Parts Being Sold at a Loss? - RG (set min profit) - CWA OK
- Why does the Format of my Vehicle Heath Check Change? - RG - CWA OK
- How do I Change the Title on my Advice Notes? - RG - CWA OK
- How do I Create a Contact Type? - RG - CWA OK (Personnel Planning Client Contact)
- How do I Create a Contact Reason Code? - RG - CWA OK (Personnel Planning Client Contact)
- How do I Allocate a Driver to his Vehicle? - RG - CWA OK
- How do I Display Drivers Mobile Numbers on the Planning Screen? - RG - CWA OK
- How do I Remove a Vehicle From my Current Vehicles List? - RG - CWA OK
- How do I Deal with an Early Return from Maternity\Paternity Leave? - RG - CWA OK
RH
- How do I Create, Sell & Manage a Service Plan? - RH - CWA OK
- What does the Online Check Button Do? - RH - CWA OK
- How do I Add Multiple Part Exchange Vehicles? - RH - CWA OK #
- How do I Sell Multiple Vehicles on an Invoice? - RH - CWA OK #
- How do I Set a Delivery Schedule for Logistics Jobs? - RH - CWA OK #
SJ
TL
- How do I Write my Own Reorder Formula? - TL - CWA OK
- How can I Work out the Price excluding VAT? - TL - CWA OK
- How do I Search for a Logistics Job Status? - TL - CWA OK #
- How do I Add Post Delivery Notes? - TL - CWA OK #
NS
- How do I Remove Old Backorder References? - NS - CWA OK
JKS JR
Assigned & Awaiting Title Confirmation
New Titles
CM
RG
- Why is Platinum asking me to Login When I Post a Transaction? - RG (Doc Sign in Popup)
- How do I View Detailed Vehicle History - RG
- How do I Refund a Workshop Deposit? - RG
RH
- How can I Upload Information Only to my Website? -RH - Awaiting Mantis Task#6024.
