Difference between revisions of "Useful Keys"
From Catalyst
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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. | 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. | ||
| − | == Selecting == | + | == More Information |
| + | === Selecting === | ||
*{{KeyPress|F1}} + {{KeyPress|S-F1}} - This moves you forwards and backwards through things such as stock codes, accounts, vehicle numbers etc. | *{{KeyPress|F1}} + {{KeyPress|S-F1}} - This moves you forwards and backwards through things such as stock codes, accounts, vehicle numbers etc. | ||
| − | == Editing == | + | === Editing === |
*{{KeyPress|S-F10}} - This will allow you to create or edit items such as stock codes, accounts, vehicle numbers and so forth. | *{{KeyPress|S-F10}} - This will allow you to create or edit items such as stock codes, accounts, vehicle 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, vehicle numbers etc allowing you to see who created or modified them last. | *{{KeyPress|C+F2}} - This will show you creation and/or modification information when on stock codes, accounts, vehicle 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, vehicle numbers etc. | 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, vehicle numbers etc. | ||
| − | == Seeing | + | |
| + | === 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. | ||
| − | == Viewing Customer\Supplier Activity == | + | |
| + | === Viewing Customer\Supplier Activity === | ||
[[Image:Icons-215.png|left|45px]] | [[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]]. | 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 '''Help''' (at the top of the Platinum Screen) -> '''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. | This button or going to '''Help''' (at the top of the Platinum Screen) -> '''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. | ||
Revision as of 09:00, 11 May 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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
Selecting
- <F1> + <Shift+F1> - This moves you forwards and backwards through things such as stock codes, accounts, vehicle numbers etc.
Editing
- <Shift+F10> - This will allow you to create or edit items such as stock codes, accounts, vehicle numbers and so forth.
Checking Who Created\Modified an Item
- <C+F2> - This will show you creation and/or modification information when on stock codes, accounts, vehicle 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, vehicle 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 (at the top of the Platinum Screen) -> 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
