Useful Keys

Summary

When starting out in Platinum there are some useful key presses that can help you through out the system to get you working like a professional as quickly as possible.

More Information

• Platinum Shortkeys

Downloading a Handy Crib Sheet

Click here to download a handy one page crib sheet for your users.

Selecting

• <F1> and <Shift+F1> - This moves you forwards and backwards through things such as stock codes, accounts, vehicle numbers etc.

Editing

• <Shift+F10> - This will allow you to create or edit items such as stock codes, accounts, vehicle numbers and so forth.

Checking Who Created\Modified an Item

• <Ctrl+F2> - This will show you creation and/or modification information when on stock codes, accounts, vehicle numbers etc allowing you to see who created or modified them last.

Searches

Click this button or press <Ctrl+F1> - This allows you to do a search from anywhere in the system on things such as stock codes, accounts, vehicle numbers etc.

Seeing all the Options

Click this button or press <F12> - This will take you to a list of all the options available from the field your cursor is on. This can be a handy reminder when you start using the system.

Seeing Detailed Help on All the Options

Click this button or press <F11> - This will take you to a detailed help page for all the options available from the field your cursor is on.

Viewing Customer\Supplier Activity

This button appears when looking at the name and address on a customer\supplier account and will take you to the "Customer Relationship Manager". This allows you to view and re-print invoices and view all the activity for a particular account. For more detailed help on this, click HERE.

Getting to the Knowledge Base

This button or going to Help (at the top of the Platinum Screen) -> Software Support -> Knowledge Base, will take you to the wealth of useful information like this article on the Platinum Knowledge Base. If there is a specific article related to where you are in the system, a list will appear when the button is clicked.

See also

• Platinum Conventions
• Platinum Dates
• How do I call up the CRM?
• What's the difference between Search and Filter?
• Whats this 'Open Link' on the Options Menu?
• Platinum Clipboard

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