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.
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 Upload Pictures for Parts from my Phone\Tablet? - RG - CWA OK
- Taking a Photo with Platinum Online - RG - LW OK
- How do I do a Stock Enquiry from my Phone Using Platinum Online? - RG - CWA OK
- How do I Add Internal Notes to a Job? - RG - CWA OK
- How do I Set a Delivery Schedule for Logistics Jobs? - RH - CWA OK #
- How do I Create Attachments? - TL - CWA OK
- Why can't I Edit the Purchase Details on a Sold Vehicle? - CWA OK
- How do I Write my Own Reorder Formula? - TL - CWA OK
- How do I Search for a Logistics Job? - TL- CWA OK
- Why are my Standard Jobs not Being Listed? - TL - CWA OK
- How do I do a Stock Check from my Phone Using Platinum Online?
- How do I Refund a Workshop Deposit? - KR - CWA OK
- How do I Add Pension Company Details to my Pension Letters? - RG - CWA OK
- How do I Set up a Courtesy\Loan Vehicle in Platinum? - RH - CWA OK
- How do I Print a Sub Contractor Confirmation? - TL - CWA OK
Title confirmed, Assigned & In Progress
RG
- How do I Put an Employee on Emergency Tax? - RG - 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
- 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 (PP 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 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(Pri + cost change)-CWA OK
- How do I Remove a Keeper from a Vehicle? - RG - CWA OK
RH
- How do I Create, Sell & Manage a Service Plan? - 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
- How do I Delete Customer or Supplier Accounts? - RH - CWA OK
- How can I Display an Account Summary Screen? - RH - CWA OK (there are a few of these..)
SJ
- How do I Start Platinum with a Specific Module or Menu? - SJ - CWA OK
TL
- How do I Deal with Fixed Asset Disposals? TL - CWA OK
NS
KR
- How do I View Detailed Vehicle History? - KR - CWA OK
- How do I Allocate a Courtesy Vehicle in the Workshop? - KR - CWA OK
Assigned & Awaiting Title Confirmation
New Titles
RG
RH
- How can I Upload Information Only to my Website? -RH - Awaiting Mantis Task#6024.
