Difference between revisions of "Useful Keys"

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== Summary ==
 
== 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.
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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.
  
== Downloading a Handy "Crib Sheet" ==
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== More Information ==
Click here to [[Media:USEFUL_KEYS.zip|Here]] to Download a handy 1 page Crib sheet for your users.
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* {{YouTube|bDu97IWPcXA|Platinum Shortkeys}}
  
== More Information ==
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=== Downloading a Handy Crib Sheet ===
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Click [[Media:Useful_Keys.pdf|here]] to download a handy one page crib sheet for your users.
  
 
=== Selecting ===
 
=== Selecting ===
*{{KeyPress|F1}} + {{KeyPress|S-F1}} - This moves you forwards and backwards through things such as stock codes, accounts, vehicle numbers etc.
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*{{KeyPress|F1}} and {{KeyPress|S-F1}} - This moves you forwards and backwards through things such as stock codes, accounts, unit numbers etc.
  
 
=== Editing ===
 
=== Editing ===
*{{KeyPress|S-F10}} - This will allow you to create or edit items such as stock codes, accounts, vehicle numbers and so forth.
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*{{KeyPress|S-F10}} - This will allow you to create or edit items such as stock codes, accounts, unit numbers and so forth.
  
=== Checking Who Created\Modified an Item ===
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=== Checking Who Created/Modified an Item ===
*{{KeyPress|C+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.
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*{{KeyPress|C-F2}} - This will show you creation and/or modification information when on stock codes, accounts, unit numbers etc allowing you to see who created or modified them last.
  
 
=== Searches ===
 
=== Searches ===
 
[[Image:Icons-012.png|left|45px]]
 
[[Image:Icons-012.png|left|45px]]
Click this button or press {{KeyPress|C-F1}} - This allows you to do a search from anywhere in the system on things such as stock codes, accounts, vehicle numbers etc.
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Click this button or press {{KeyPress|C-F1}} - This allows you to do a search from anywhere in the system on things such as stock codes, accounts, unit numbers etc.
 
 
  
 
=== Seeing all the Options ===
 
=== Seeing all the Options ===
 
[[Image:Icons-004.png|left|45px]]
 
[[Image:Icons-004.png|left|45px]]
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Click this button or press {{KeyPress|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.
 
Click this button or press {{KeyPress|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 ===
 
=== Seeing Detailed Help on All the Options ===
 
[[Image:Icons-003.png|left|45px]]
 
[[Image:Icons-003.png|left|45px]]
Click this button or press {{KeyPress|F11}} - This will take you to a detailed help page for all the options available from the field your cursor is on.
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Click this button or press {{KeyPress|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 ===
 
[[Image:Icons-215.png|left|45px]]
 
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 [[How do I call up the CRM?|here]].
 
  
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=== Viewing Customer/Supplier Activity ===
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[[Image:Icons-215.png|left|45px]]
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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 [[How do I call up the CRM?|here]].
  
 
=== Getting to the Knowledge Base ===
 
=== Getting to the Knowledge Base ===
 
[[Image:Icons-217.png|left|48px]]
 
[[Image:Icons-217.png|left|48px]]
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.
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This button or going to {{Menu|Help|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 ==
 
== See also ==
*[[:Category:Getting Started|Getting Started]]
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* [[Platinum Conventions]]
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* [[Platinum Dates]]
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* [[How do I call up the CRM?]]
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* [[What's the difference between search and filter?]]
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* [[Whats this 'Open Link' on the options menu?]]
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* [[Platinum Clipboard]]
  
{{KB_Tags|Useful, Keypress, key, press, crib sheet, crib, sheet, handy, hints}}
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{{KB_Tags|useful, use, keypress, key, press, keypresses, crib sheet, crib, sheet, handy, hints, video}}
{{FAQ}} {{GStart}}
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{{Guide}}{{Hint}}{{GStart}}

Latest revision as of 16:38, 16 April 2019

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, unit numbers etc.

Editing

  • <Shift+F10> - This will allow you to create or edit items such as stock codes, accounts, unit 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, unit numbers etc allowing you to see who created or modified them last.

Searches

Icons-012.png

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, unit numbers etc.

Seeing all the Options

Icons-004.png

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

Icons-003.png

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

Icons-215.png

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

Icons-217.png

This button or going to " Help 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


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Keywords AND Misspellings
useful, use, keypress, key, press, keypresses, crib sheet, crib, sheet, handy, hints, video