Articles
From Catalyst
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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
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 Add Advisories to a Vehicle? - RG - CWA OK
Title confirmed, Assigned & In Progress
CM
- How do I Deal with Fixed Asset Disposals? - CWA OK
- How do I Create a Dynamic SMS Message? - CM - CWA OK
- How do I Create a Dynamic E-Mail? - CM - CWA OK
- How do I Allocate Vehicle Stock Numbers Automatically? - CM - CWA OK
- How do I Update the Mileage on a Vehicle from a Jobcard? - CM - CWA OK
- How do I Add Dimensions to my Vehicles? - CM - CWA OK
- How do I Configure Service Defaults for a Vehicle Manufacturer? - CM - CWA OK
- How do I Configure Service Defaults for a Vehicle Model? - CM - CWA OK
RG
- How do I Add Post Delivery Notes? - RG - CWA OK #
- How do I Add Post Delivery Problem Codes? - RG - CWA OK #
- How do I Create Post Delivery Problem Codes? - RG - CWA OK #
- How do I Add a Sub Contractor to a Logistics Job? - RG - CWA OK #
- How do I Set a Delivery Schedule for Logistics Jobs? - RG - CWA OK #
- How do I Add Notes to a Logistics Job? - RG - CWA OK #
- Creating a New Logistics Job Analysis Code - RG - CWA OK #
- How to See a Job Totals Summary without Invoicing - 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
- How do I Find a Document to Pay? - RG (doc number in receipts and payments) - CWA OK
- Dealing with Backorders in Invoicing and Customer Orders - RG - CWA OK
- 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 #
- Where can I Log my Employees Passport Number? - RG - CWA OK. #
- How can I Warn about Parts Being Sold at a Loss? - RG (set min profit) - CWA OK
- Login Screen Links - RG (Explains links to news etc add to KB button on login) - 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
RH
- How do I Create, Sell & Manage a Service Plan? - RH - CWA OK
- How do I Add Multiple Vehicles to a Job? - RH - CWA OK #
- How do I Add a Mobile Number to Driver Details? - RH - CWA OK #
- What does the Online Check Button Do? - RH - CWA OK
- How do I Add Multiple Part Exchange Vehicles? - RH - CWA OK
- How do I Sell Multiple Vehicles on an Invoice? - RH - CWA OK
SJ
TL
- How do I Write my Own Reorder Formula? - TL - CWA OK
- How do I Find a Document to Pay? - TL (doc number in receipts and payments) - TL CWA OK
- How can I Work out the Price excluding VAT? - TL - CWA OK
- How do I Search for a Logistics Job Status? - TL - CWA OK #
- How do I Log whether a Job was Delivered Satisfactorily? - TL - CWA OK #
NS
- How do I Remove Old Backorder References? - NS - CWA OK
JKS JR
Assigned & Awaiting Title Confirmation
New Titles
CM
RG
- Why is Platinum asking me to Login When I Post a Transaction? - RG (Doc Sign in Popup)
- How Do I Create a Contact Type? - RG (Personnel Planning Client Contact)
- How Do I Create a Contact Reason Code? - RG (Personnel Planning Client Contact)
- How Do I Put an Employee on Hold? - RG
- How Do I Allocate a Driver to his Vehicle? - RG
- How Do I Get a Drivers Mobile Number to Display on the Planning Screen? - RG
- How Do I Remove a Vehicle From my Current Vehicles List? - RG
RH
- How can I Upload Information Only to my Website? -RH - Awaiting Mantis Task#6024.
