Articles
From Catalyst
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.
Title Suggestion
When an article name is entered here, you must tag the line with todays date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).
- The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.
- '08/03/2018' - How do I Deal with Betterment? - NS - CWA OK - add the detail in the article & bear in mind that it canbe applied to warranty as well.
- '09/03/2018' - How do I Deal with Duplicate Accounts? - NS - CWA OK - As the process is the same for both customers and suppliers, the title doesn't need it, but add keywords and mention that it is the same process for both. **We already have an article for this with duplicate in the search words: https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_Supersede_an_Account%3F
- '09/03/2018' - How do I Amend my Aged Periods? - KK - CWA OK - As above, the process is almost identical so keep the article title simple and add keywords.
Suggestions from Programming!
- '21/03/2018' - How do I Opt Customers in to Direct Marketing? - JAM - CWA OK
- '21/03/2018' - How do I Opt Prospects in to Direct Marketing? - JAM - CWA OK
- '21/03/2018' - Can Customers Unsubscribe from Platinum Marketing? - JAM - CWA OK
Title Confirmed
- '02/08/2016' - How do I Set Up Warehouse Charging? - CWA
- '15/04/2016' - How do I Deal with Tips in Platinum? - CWA OK (Include gratuities in the keywords)
- '11/08/2017' - How do I Create a Workshop Job List Report? - KK - CWA OK
- '27/10/2017' - Payroll Tax Calendar - KK (this would be a link to PDF files for the current and next tax year - SAGE do this!) - CWA - OK Include explanation of how to use the calendar.
- '13/12/2017' - How do I Add an Unsubscribe Link to my Bulk Emails (this would let people know how to write this link for their bulk Marketing) - CWA Ok
- '19/01/2018' - What is Free Stock? - KK - links to how to check the value (Orders button, Stock Enquiries, Invoice Review in ST Invoicing) - CWA OK