Useful Keys

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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

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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

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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

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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

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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 here.

Getting to the Knowledge Base

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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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