Articles
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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
- Empty Pages
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 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.
