Difference between revisions of "Articles"
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*[[Why does my Debt List show a Customer that has a zero balance?]] | *[[Why does my Debt List show a Customer that has a zero balance?]] | ||
| + | *[[How do I Export a Customer List?]] | ||
| + | *[[How do I Export a Supplier List?]] | ||
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Revision as of 15:33, 14 December 2012
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\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
Title confirmed, Assigned & In Progress
CM
- How do I Add Finance Details to a Prospect Quote? - CM - CWA OK
- How do I Deal with Fixed Asset Disposals? - CWA OK
- How do I Make the Entry of Contact Details Mandatory? - CM - CWA OK
RG
- How do I Add Payment Methods to my Payment Screen? - RG - CWA OK
- How do I Add a Fuel Cost in Vehicle Costings? - RG - CWA OK
- How do I View\Search Vehicle Cost Categories? - RG - CWA OK
- How do I Add\Edit Vehicle Cost Categories? - RG - CWA OK
- Vehicle Costings Parameters - RG - CWA OK
- How do I Apply Settlement Discount for a Customer? - RG - CWA OK
- How do I Set a Credit Limit for a Customer? - RG - CWA OK
RH
- How do I Create, Sell & Manage a Service Plan? - RH - CWA OK
- Advice Notes Parameters - RH - CWA OK
- How do I Create a Custom Retention Centre Action? - RH - CWA OK
- How do HTML Emails work in Platinum? - RH - LW OK
- How do I Finance Clothing Items? - RH - LW OK
- How do I Deal with Settlement of Financed Clothing? - RH - LW OK
- How do I Reprint a Part Exchange Purchase Invoice? - RH - CWA OK
- How can I Stop the "Encourage Contact Data" Requests? - RH - CWA OK
SJ
- How do I find my Club Catalyst ID, or CCI? - SJ - CWA OK
- How do I set up a Club Catalyst Supplier? - SJ - CWA OK
- How do I set up a Club Catalyst Customer? - SJ - CWA OK
TL
NS
- How do I Remove Old Backorder References? - NS - CWA ok
Assigned & Awaiting Title Confirmation
New Titles
CM
- Why does my Debt List show a Customer that has a zero balance?
- How do I Export a Customer List?
- How do I Export a Supplier List?
RG
RH
- How can I Upload Information Only to my Website? -RH - Awaiting Mantis Task#6024.
- How can I Upload Information Only to my Website? -RH - Awaiting Mantis Task#6024.
- How to Transfer Platinum to a new Server - RH - Not sure we want this on a public knowledge base personally...... - CWA
- RH Was thinking
- Basic information, what is needed.. prep. Ultimately we be involved at a charge. Statement if done without us being involved and there is a problem our help will be outside of maintenance...blah,blah,blah...
