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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- 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
Title confirmed, Assigned & In Progress
CM
- How do I Add Finance Details to a Prospect Quote? - CM - CWA OK
- How do I Deal with Fixed Asset Disposals? - CWA OK
- How do I Make the Entry of Contact Details Mandatory? - CM - CWA OK
RG
- How do I Add Payment Methods to my Payment Screen? - RG - CWA OK
RH
- How do I Create, Sell & Manage a Service Plan? - RH - CWA OK
- Advice Notes Parameters - RH - CWA OK
- How do I Create a Custom Retention Centre Action? - RH - CWA OK
- How do HTML Emails work in Platinum? - RH - LW OK
- How do I Finance Clothing Items? - RH - LW OK
- How do I Deal with Settlement of Financed Clothing? - RH - LW OK
- How do I Reprint a Part Exchange Purchase Invoice? - RH - CWA OK
SJ
How do I find my Club Catalyst ID (CCI)? How do I set up a Club Catalyst Supplier? How do I set up a Club Catalyst Customer?
TL
- How do I Stop Platinum Icons from Losing Their Image? - TL - CWA OK
NS
- How do I Remove Old Backorder References? - NS - CWA ok
Assigned & Awaiting Title Confirmation
New Titles
CM
RG
- How do I Add a Fuel Cost in Vehicle Costings? - RG
- How do I View\Search all My Vehicle Cost Categories? - RG
- How do I Add\Edit a Vehicle Cost Category? - RG
- Vehicle Costings Parameters - RG
- How do I Setup Settlement Discount for a Customer? - RG
- How do I Setup a Credit Limit for a Customer? - RG
RH
- How can I Upload Information Only to my Website? -RH - Awaiting Mantis Task#6024.
- How can I stop the Encourage Contact Data Requests? - RH
- How can I Upload Information Only to my Website? -RH - Awaiting Mantis Task#6024.
- How to Transfer Platinum to a new Server - RH - Not sure we want this on a public knowledge base personally...... - CWA
- RH Was thinking
- Basic information, what is needed.. prep. Ultimately we be involved at a charge. Statement if done without us being involved and there is a problem our help will be outside of maintenance...blah,blah,blah...
