Difference between revisions of "Articles"
From Catalyst
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*[[How do I Convert Contacts to Accounts?]] - TL - CWA OK | *[[How do I Convert Contacts to Accounts?]] - TL - CWA OK | ||
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*[[What are the Statuses of a Customer Order?]] - 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 Record a Prospect's Interest in a Vehicle?]] - CM - CWA OK | ||
Revision as of 14:58, 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 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 Resize my Window in Platinum? - TL - LW 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
- 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
