Articles
From Catalyst
Revision as of 12:09, 21 October 2013 by Richard Green (talk | contribs)
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.
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- 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
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
- Using the Kawasaki EPC with Platinum - CM - CWA OK
- Creating a New Logistics Job Analysis Code - 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 Update the Mileage on a Vehicle from a Jobcard? - CM - CWA OK
- How do I set or change my Platinum Online Password? - CM Not to be Reviewed until POnline ready for release
- How do I connect to my Platinum Online? - CM
- How do I Use the UK Changes Data Cleanse system? - CM - CWA OK
- How do I Send an SMS to my Drivers? - CM - CWA OK
RG
- How do I Add a Sub Contractor to a Logistics Job? - 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
- 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
- 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
RH
- How do I Create, Sell & Manage a Service Plan? - 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 #
- How do I Set a Delivery Schedule for Logistics Jobs? - RH - CWA OK #
SJ
TL
- How do I Write my Own Reorder Formula? - 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 Add Post Delivery Notes? - TL - CWA OK #
- How do I Copy a Rate Table? - TL - CWA OK
NS
- How do I Remove Old Backorder References? - NS - CWA OK
JKS JR
Assigned & Awaiting Title Confirmation
New Titles
CM
RG
- How to I Quickly Move a Workshop Job to the Next Day? - RG (Nudging)
RH
- How do I Set up Internet Explorer to show Stock Details in YPEC? - RH - Only IE? Should this not be all browsers, or does it only work with IE?
- How can I Upload Information Only to my Website? -RH - Awaiting Mantis Task#6024.
TL
- How do I Create Attachments? - TL - CWA - Attachments for what?
