Articles

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]...

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
• -%- = Written and ready
• Empty Pages

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

• How do I Upload Vehicle Pictures from my Phone\Tablet? - RG - CWA OK
• How do I Upload Pictures for Parts from my Phone\Tablet? - RG - CWA OK
• Taking a Photo with Platinum Online - RG - LW OK
• How do I do a Stock Enquiry from my Phone Using Platinum Online? - RG - CWA OK
• How do I Create Attachments? - TL - CWA - Attachments for what? (In Payroll) - CWA OK
• Why can't I Edit the Purchase Details on a Sold Vehicle? - CWA OK
• How do I Write my Own Reorder Formula? - TL - CWA OK
• How do I Search for a Logistics Job? - TL- CWA OK
• Why are my Standard Jobs not Being Listed? - TL - CWA OK
• How do I Set Qualifying Days for Sick Pay? - RG - CWA OK

Title confirmed, Assigned & In Progress

RG

• How do I Put an Employee on Emergency Tax? - 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 can I Warn about Parts Being Sold at a Loss? - RG (set min profit) - 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
• Why do I Have to Login When I Start a Transaction? - RG (Doc Sign in Popup) - CWA OK

• How do I Update the Mileage on a Vehicle from a Jobcard? - RG - CWA OK
• How do I Change the Prices on a Group of Stock Codes? - RG (Price and cost changes) - CWA OK
• How do I Set up a Courtesy\Loan Vehicle in Platinum? - RG - CWA OK
• How do I Print a Sub Contractor Confirmation? - RG - CWA OK
• How do I Remove a Keeper from a Vehicle? - RG - CWA OK

---

RH

• How do I Create, Sell & Manage a Service Plan? - RH - CWA OK
• How do I Set a Delivery Schedule for Logistics Jobs? - RH - CWA OK #
• How do I Create a Dynamic SMS Message? - RH - CWA OK
• How do I Create a Dynamic E-Mail? - RH - CWA OK
• How do I Delete Customer or Supplier Accounts? - RH - CWA OK

---

SJ

• How do I Start Platinum with a Specific Module or Menu? - SJ - CWA OK

---

TL

• How do I Deal with Fixed Asset Disposals? TL - CWA OK

---

---

KR

• How do I View Detailed Vehicle History? - KR - CWA OK
• How do I Refund a Workshop Deposit? - KR - CWA OK

---

Assigned & Awaiting Title Confirmation

New Titles

RG

• How do I Add Pension Company Details to my Pension Letters? - RG - CWA OK

RH

---

• How can I Upload Information Only to my Website? -RH - Awaiting Mantis Task#6024.

SJ

• How do I use an Internal Report as a range filter? - SJ - CWA OK (should be upper case "U" on use, but I'll let you off)

KR

• How do I Allocate a Courtesy Vehicle in the Workshop? - KR - CWA OK