Articles
From Catalyst
Revision as of 16:06, 7 August 2013 by Tim Laundon (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.
- 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 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 does Platinum Decide whether a Document is an Invoice or a Credit? - TL - CWA OK
- How do I Assign an Email Address to a User? - TL - CWA OK
- How do I Set a Job Status Automatically when I Book Out Parts? - TL - CWA OK
- How do I See All Documents rather than just Outstanding? - TL - CWA OK(Mode in receipts and payments)
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 can I View Turnover Statistics for this account? - CM- CWA OK
- How can I View Statistics for this Part? - CM - CWA OK
- How do I Add Dimensions to my Vehicles? - CM - CWA OK
RG
- How can I Work out the Price excluding VAT? - RG - CWA OK
- Applying Account Groups - RG - CWA OK
- Creating a New Account Analysis Code - RG - CWA OK
- How do I Add Advisories to a Vehicle? - RG - CWA OK
- Creating a Vehicle Analysis Code - RG - CWA OK
- How do I Print a Ticket? - RG - CWA OK
- How do I Search for a Logistics Job Status? - RG - CWA OK
- How do I Log whether a Job was Delivered Satisfactorily? - RG - CWA OK
- 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 Update the Mileage on a Vehicle from a Jobcard? - RG - 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
- Selling Stock in Invoicing and Customer Orders - RG - Better - 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
RH
- How do I Create, Sell & Manage a Service Plan? - RH - CWA OK
- How do I Add Multiple Drivers to a Job? - 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
NS
- How do I Remove Old Backorder References? - NS - CWA OK
JKS JR
Assigned & Awaiting Title Confirmation
New Titles
CM
- How do I Create a Vehicle Manufacturer? - 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
- How do I Create a Vehicle Status? - CM - CWA OK
RG
- Why Has Login Screen Got Bigger? - RG (Explains links to news etc add to KB button on login)
- Why does the format of my Vehicle Heath Check Seem to Change? - RG
- How do I Change the Title That Appears on my Advice Notes? - RG
RH
- How can I Pin a Platinum Shortcut to my Windows Taskbar? - RH - Deal with XP, Vista and 7 - even 8 if you're feeling brave... - CWA
- How can I Upload Information Only to my Website? -RH - Awaiting Mantis Task#6024.
TL
- How do I Submit Pictures so that they Appear on the Login Screen? - TL
- How do I Change which Website Platinum uses to Display a Map of an Address? - TL
