Share |

Electronic Program Updates

As a user of our software you are probably entitled to update it to the latest version at any time, the only proviso being that the software is covered by current software maintenance. To have current maintenance, the software should be within it’s original cover period from sale (usually a year), under maintenance contract or under a rental agreement.

  • We are continually refining and developing our software. Updates can be done on as much as a daily basis. We don't 'hold back' software for specific release dates - our software is released as and when it has been written and tested.

Click here for instructions on how to install your program update.

  • Keep up to date with the latest software changes with our news.

Personnel Planning Privacy Groups

Alongside the "Private" option in "Tasks Outstanding" (as well as, now, "Diary Entries") you can now specify a "Privacy Group". This is a group to which you can add other users who you want to be able to see the private task or diary entry in question.

  • Privacy Groups and group membership can be maintained either through the new option in "Reports & Parameters" -> "Maintenance Options" -> "System Administrator" -> "Add or Edit Privacy Groups", or via F6 on the "Personnel Planning" page of "User Maintenance".

Customer Retention

It is now possible to optionally configure the vehicle sales areas of the customer retention centre to prompt customer follow up by the specific sales person who sold the vehicle.

Logistics Time Importing

The import now recognises and allows you to import times in the format HH:MM as well as HHMM.

Workshop Retention Centre

A fault which allowed occasional duplication of workshop job and vehicle sale related retention actions has been fixed.

Account Code Creation

"Add or Edit Customers/Suppliers" was forcing new account codes to be of the format ABC123 (i.e. 3 letters followed by three numbers) when the system was configured to have no account code formating.

Logistics Web Link

It is now possible to import and export logistics jobs to and from your website using the new Logistics Web Link.

  • Please contact your Platinum dealer or our sales team on (0116) 230 1500 or by using our website sales contact page to find out how your customers can view the status of their jobs in your Platinum system by having your website link directly to your Platinum "Logistics Management" System.

    • Customers can request Job information (including Proof of deliveries).
    • Customers can place new jobs directly from your website.

Workshop Job Amendments

Vehicle information displayed on the job details screen now includes service and MOT due dates.

  • This information is coloured in order to attract attention when appropriate.

Defaulting of Logistics Analysis Codes

It is now possible to default job analysis codes from account analysis codes.

  • This feature requires configuration within the logistics parameters before use.

Workshop Vehicle Selection

The ease of creating a new workshop job has been improved by automatically offering the list of the customers known vehicles.

 

Customer Retention Centre

Vehicles with no keeper set are now automatically ignored.

Windows "look-and-feel" - Add/Edit/Process Sales and Purchase Orders

The "Add or Edit Sales Orders", "Process Sales Orders", "Add or Edit Purchase Orders", and "Process Purchase Orders" options have been given the Windows look-and-feel facelift, and consolidated into a single option for each ledger. Along with the new look are several enhancements, including:

  • Add, Edit and Process Orders and Items from a single list. Instead of having to hop from one option to another depending on whether you want to make changes to the order items, or process them, all functionality is now available from the one option.
  • Order Nett, V.A.T. and Gross totals at a glance. Totals are now displayed alongside the items, no more having to break out the calculator.
  • Some feature's function keys have changed to accommodate the merging of the two options! Refer to the online help for details. Similarly macros may need to be re-recorded to fit the new arrangements.
  • As this part of Platinum has been given the Windows look-and-feel the Home (on-line help) and End (functions) keys now work the way Windows uses them (i.e. Home goes to the beginning of whatever you are accepting and End goes to the end) so you should use the alternative help keys listed below:
    • The F11 key should be used for the on-line help.
    • The F12 key or the "Functions" menu should be used to access the function keys available.
    • Buttons have been given a shortcut key (F?) for use in Macros and anyone not wanting to use the mouse.
    • Windows may be repositioned and changed in size - these changes will be remembered from one Platinum session to another.
    • The columns in lists can be moved or resized by dragging the heading for the column you wish to configure - these changes will be remembered from one Platinum session to another.
    • Any tabs can be moved by dragging the heading for the tab to the new position - this new position will be remembered from one Platinum session to another.
  • Motorcycle Expo 2018 Day Three +

    Day three at Motorcycle Trade Expo 2018 was another busy day for our team. Whilst some exhibitors reported “slow days” Read More
  • Motorcycle Expo 2018 Day Two +

    Day 2 at expo has been a great day to chat in depth with our loyal and long standing customers, Read More
  • Motorcycle Expo 2018 Day One +

    Day one of this year’s much anticipated Motorcycle Expo 2018 kept our team busy throughout the day meeting new prospects Read More
  • Come Visit Us At Expo 2018 +

    Stonleigh Park Exhibition Centre, 14th - 16th January 2018 2018 is nearly upon us which means Motorcycle Expo is edging closer. Read More
  • 2017 Service Dealer Conference & Awards +

    Catalyst have been at the Oxford Belfry Hotel today preparing for tomorrows “2017 Service Dealer Conference & Awards” Service Dealer is Read More
  • 1
  • 2
  • 3
  • 4
  • 5
  • Planned server maintenance for 22/01/2018 at 12:00 midday +

    We will be performing some important server maintenance on Monday 22nd January 2018 from 12:00pm GMT (midday) for up to Read More
  • Platinum Online Image Managers +

    It is now possible to select multiple images to upload in all of the "Image Managers" in Platinum Online. This Read More
  • Platinum Online and Platinum Mobile Activity Managers +

    The "Activity Manager" options in both Platinum Online and Platinum Mobile now optionally allow your technicians to see all jobs Read More
  • Logistics Document Production +

    The "Invoice Production" option has been renamed To "Invoice & Credit Production" and has been given the Windows "look-and-feel". It Read More
  • Purchase Order Export Report / Feridax EDI +

    Platinum now has the facility to specify an "Order export report" on the "Supplier Properties" - "Ordering" tab. This report is Read More
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8