Articles
From Catalyst
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- 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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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 Create a New Attribute Category? - RH - CWA OK
- How do I Delete Customer or Supplier Accounts? - RH - CWA OK
- What can I do if a Report shows Maximum length of viewable report reached? - RH - CWA OK
- How do I Create a Dynamic SMS Message? - RH - CWA OK
- How do I Deal with Purchases from EU Countries and V.A.T. Reporting? - KR - CWA OK
- How do I Create a Contact Reason Code? - RG - CWA OK
- How do I Schedule a Technician for a Job? - RG - CWA OK
- How do I Configure a USB Barcode Scanner to Allocate Barcodes? - RG - CWA OK
- How do I Change the Title on my Advice Notes? - RG - CWA OK
- How can I Warn about Parts Being Sold at a Loss? - RG - CWA OK
- What are Browser Daemon Control entries on my User Monitor Screen? - RG - CWA OK
- How do I Take a Vehicle Deposit without a Sales Order? - RG - CWA OK
- How do I Print my Rate Tables? - RG - CWA OK
- How do I Make my Retention Centre Letters show my Site address? - RG - CWA OK
In Progress
Title confirmed
- 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 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
- How do I Copy Account Pricing from a Customer to Another? - RG - CWA OK
- How do I Delete Account Pricing from my Accounts? - RG - CWA OK
- How do I Print Account Pricing Information? - RG - CWA OK
- Why can I not see Vehicle Quotes in Vehicle Sales Documents? - RG - CWA OK
- How do I Create, Sell & Manage a Service Plan? - RH - CWA OK
- How do I Create a Dynamic E-Mail? - RH - CWA OK
- How can I Display an Account Summary Screen? - RH - CWA OK (there are a few of these..)
- How can I Print to PDF Remotely? - RH - CWA OK
- How can I Upload Information only to my Website? -RH - Awaiting Mantis Task#6024 - CWA OK
- How do I Deal with Fixed Asset Disposals? TL - CWA OK
- How do I Start Platinum with a Specific Module or Menu? - SJ - CWA OK
Assigned & Awaiting Title Confirmation
New Titles
RG
- How do I Make my PC Print to a Different Printer to Others? - RG (Changing term spec alts)
- Opening a Platinum Exported File in Excel - RG
- How can I Check that my Retention Centre Isn't Sending too Many Messages to the Same Customer? - RG
