Difference between revisions of "Useful Keys"
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=== Viewing Customer\Supplier Activity === | === Viewing Customer\Supplier Activity === | ||
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| − | 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?| | + | 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]]. |
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* [[:Category:Hints and Tips|Hints and Tips]] | * [[:Category:Hints and Tips|Hints and Tips]] | ||
* [[:Category:FAQ|Frequently Asked Questions]] | * [[:Category:FAQ|Frequently Asked Questions]] | ||
| − | * [[How do I | + | * [[How do I call up the CRM?]] |
{{KB_Tags|Useful, use, Keypress, key, press, Keypresses, crib sheet, crib, sheet, handy, hints}} | {{KB_Tags|Useful, use, Keypress, key, press, Keypresses, crib sheet, crib, sheet, handy, hints}} | ||
{{FAQ}} {{GStart}} {{Hint}} | {{FAQ}} {{GStart}} {{Hint}} | ||
Revision as of 12:42, 19 August 2013
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.
Downloading a Handy "Crib Sheet"
Click here to Download a handy 1 page Crib sheet for your users.
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
