Difference between revisions of "Useful Keys"

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== Searches ==
 
== Searches ==
[[Image:Icons-012.png|left|32px]]
+
[[Image:Icons-012.png|left|48px]]
 
This button or Pressing {{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.
 
This button or Pressing {{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.
  
 
== Seeing All the Options ==
 
== Seeing All the Options ==
[[Image:Icons-004.png|left|32px]]
+
[[Image:Icons-004.png|left|48px]]
 
This button or Pressing {{KeyPress|F12}} will take you to a list of all the options you can do from the field your cursor is on. At times this can be a handy reminder.
 
This button or Pressing {{KeyPress|F12}} will take you to a list of all the options you can do from the field your cursor is on. At times this can be a handy reminder.
  
 
== Seeing Detailed Help on All the Options ==
 
== Seeing Detailed Help on All the Options ==
[[Image:Icons-003.png|left|32px]]
+
[[Image:Icons-003.png|left|48px]]
 
This button or Pressing {{KeyPress|F11}} will take you to a detailed help page for all the options you can do from the field your cursor is on.  
 
This button or Pressing {{KeyPress|F11}} will take you to a detailed help page for all the options you can do from the field your cursor is on.  
  
 
== Quickly Viewing Customer\Supplier History ==
 
== Quickly Viewing Customer\Supplier History ==
[[Image:Icons-215.png|left|32px]] 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 details help on this click [[How do I call up the CRM?|Here]].
+
[[Image:Icons-215.png|left|48px]] 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 details help on this click [[How do I call up the CRM?|Here]].
  
 
== Quickly Getting to the Knowledge Base ==
 
== Quickly Getting to the Knowledge Base ==
[[Image:Icons-217.png|left|42px]]
+
[[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.
 
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.
  

Revision as of 15:02, 5 May 2011

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.

Selecting

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

Editing

  • <Shift+F10> - This will allow to create or edit anything such as stock codes, accounts, vehicle numbers etc.

Checking Who Created\Modified an Item

  • <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.

Searches

Icons-012.png

This button or Pressing <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

Icons-004.png

This button or Pressing <F12> will take you to a list of all the options you can do from the field your cursor is on. At times this can be a handy reminder.

Seeing Detailed Help on All the Options

Icons-003.png

This button or Pressing <F11> will take you to a detailed help page for all the options you can do from the field your cursor is on.

Quickly Viewing Customer\Supplier History

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 details help on this click Here.

Quickly Getting to the Knowledge Base

Icons-217.png

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


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Keywords AND Misspellings
Useful, Keypress, key, press, crib sheet, crib, sheet, handy, hints