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.
Unassigned\On Hold
- How can I Hide Obsolete Stock Lines from the Stock Search? - CWA Hold
- How can I Hide Customers/Suppliers from the Account Search? - CWA Hold
- Why are Stock Codes Missing from the 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
- How do I Remove Old Backorder References? - NS - CWA ok - AWAITING
MANTIS
Title confirmed, Assigned & In Progress
- What are the Statuses of a Customer Order? - CM - CWA OK
- How do I Create a Quote for a Prospect? - CM - CWA OK
- How do I Set up Prospect Finance Details? - CM - CWA OK
- How do I Add Finance Details to a Prospect Quote? - CM - CWA OK
- How do I Get my Logo onto Printed Documents? - RG - CWA OK - Make this a generic article covering all documents since it's standard....
- How do I Add my Logo to my Platinum Screens? - RG - CWA Hmm OK.
- How do I Move a Deposit to Another Vehicle? - RH - CWA OK
- How do I Account for a Vehicle Written Off? - RH - CWA OK
- How do I Set Up and Sell a Demo Vehicle? - RH - CWA OK
- How do I Create New Methods of Payment? - RH - CWA OK
- How do I Copy a Vehicle? - TL - CWA OK
- How do I Transfer Stock Between Companies? - TL - CWA OK
- How do I Do a Stock Enquiry from a Purchase Order? - TL - CWA OK
Assigned & Awaiting Title Confirmation
New titles
Disapproved New Articles
- How do I Set a Default Subject for my Emails? - CM - No, combine into Sending article.
- What Should I Consider When Crediting a Vehicle? - CM - No. Modify the existing How do I Credit a Vehicle?
- How do I Check if my Platinum System is Up to Date? - RG - CWA Check for duplicate please.
- How do I Find Unpaid Workshop Jobs? - RH - Combine into "Payment on a Workshop Job" article
- How do I Create an Account From a Prospect? - TL - No, Duplicate.
- How do I View Outstanding Purchase Orders? - TL - CWA No/Redirect to Sales one.
- How do I Search for a Purchase Order? - TL - CWA No/Redirect to Sales one.
