Difference between revisions of "Articles"
From Catalyst
(→SJ) |
|||
| Line 47: | Line 47: | ||
* [[How do I Update the Mileage on a Vehicle from a Jobcard?]] - RG - 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 Change the Prices on a Group of Stock Codes?]] - RG (Price and cost changes) - CWA OK | ||
| + | * [[How do I Upload Vehicle Pictures from my Phone\Tablet?]] - RG % - CWA OK | ||
| + | * [[How do I See my Platinum Sales Figures from my Phone\Tablet?]] - RG % - CWA OK | ||
| + | * [[How do I do a Stock Enquiry from my Phone\Tablet?]] - RG % - CWA OK | ||
| + | * [[How do I do a Stock Check from my Phone\Tablet?]] - RG % - CWA OK | ||
| + | * [[How do I Upload Pictures for Parts from my Phone\Tablet?]] - RG % - 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 Open a Platinum Exported File in Excel?]] - RG % - CWA OK | ||
| + | * [[How do I Change the Size of the Text on my Report Results?]] - RG % - CWA OK | ||
---- | ---- | ||
| Line 67: | Line 76: | ||
* [[How do I Send an SMS to my Drivers?]] - TL - CWA OK | * [[How do I Send an SMS to my Drivers?]] - TL - CWA OK | ||
* [[How do I Deal with Fixed Asset Disposals?]] TL - CWA OK | * [[How do I Deal with Fixed Asset Disposals?]] TL - CWA OK | ||
| + | * [[Why are my Standard Jobs not Being Listed?]] - TL - CWA OK | ||
---- | ---- | ||
| Line 76: | Line 86: | ||
==== New Titles ==== | ==== New Titles ==== | ||
===== RG ===== | ===== RG ===== | ||
| − | * [[How do I | + | * [[How do I Remove a Keeper from a Traded Vehicle?]] - RG |
| − | + | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
===== RH ===== | ===== RH ===== | ||
| Line 92: | Line 95: | ||
===== TL ===== | ===== TL ===== | ||
| − | + | ||
===== NS ===== | ===== NS ===== | ||
Revision as of 09:58, 2 January 2014
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.
LEGEND
-#- = Added to KB Links -%- = Written and ready
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 See Totals on a Workshop Job before Invoicing? - RG - CWA OK
- How do I Add a Sub Contractor to a Logistics Job? - RG - CWA OK #
Title confirmed, Assigned & In Progress
RG
- How do I Set Qualifying Days for Sick Pay? - RG - CWA OK #
- How do I Put an Employee on Emergency Tax? - RG - CWA OK #
- How do I Change an Employee to be a Company Director? - 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
- Why does the Format of my Vehicle Heath Check Change? - RG - 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 View Detailed Vehicle History? - RG - CWA OK
- How do I Refund a Workshop Deposit? - RG - 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 Upload Vehicle Pictures from my Phone\Tablet? - RG % - CWA OK
- How do I See my Platinum Sales Figures from my Phone\Tablet? - RG % - CWA OK
- How do I do a Stock Enquiry from my Phone\Tablet? - RG % - CWA OK
- How do I do a Stock Check from my Phone\Tablet? - RG % - CWA OK
- How do I Upload Pictures for Parts from my Phone\Tablet? - RG % - 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 Open a Platinum Exported File in Excel? - RG % - CWA OK
- How do I Change the Size of the Text on my Report Results? - RG % - CWA OK
RH
- How do I Create, Sell & Manage a Service Plan? - RH - CWA OK
- How do I Sell Multiple Vehicles on an Invoice? - 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
SJ
- How do I Start Platinum with a Specific Module or Menu? - SJ - CWA OK
TL
- How do I Write my Own Reorder Formula? - TL - CWA OK
- How do I Create Attachments? - TL - CWA - Attachments for what? (In Payroll) - CWA OK
- How do I Search for a Logistics Job? - CWA OK
- How do I Send an SMS to my Drivers? - TL - CWA OK
- How do I Deal with Fixed Asset Disposals? TL - CWA OK
- Why are my Standard Jobs not Being Listed? - TL - CWA OK
NS
- How do I Remove Old Backorder References? - NS - CWA OK
Assigned & Awaiting Title Confirmation
New Titles
RG
RH
- How can I Upload Information Only to my Website? -RH - Awaiting Mantis Task#6024.
