When creating an 'Invoice' with "Hold doc?" set to 'Yes', it is now possible to set the "Expiry date" and "Hold notes" for the held document.

The workshop "Activity Manager" has been added to Platinum Online. The option allows your technicians to record labour, add images, add parts and add notes to a job using a mobile phone or tablet with an internet connection.

• See our Knowledge Base to connect to your Platinum Online.

Platinum's "Model Option Packs" have been expanded and improved so they can be associated with manufacturers, with multiple models, or left non-specific so they may be sold with any vehicle.

You can set the price of individual pack items, set them to be free of charge, or leave them to pick up current pricing when loaded to Extras and Accessories as they do at present.

You will also be able to manually select option packs to add to your vehicle sales order, from the sale vehicle details or extras and accessories tab, regardless of whether the current model itself has an associated pack.

• This update will involve a file conversion, which will run once only: the first time Platinum is used after this update. It may take some time, depending on how heavily the relevant area of the system is used, but will only be necessary the first time you use the software after this update.

The popups for Stock Associations and Stock Components from "Stock Properties" have been converted to Windows "GUI" format.

• 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.

The "Add or Edit Sales/Purchase Centres" has been given the windows look and feel.

• The date and time details were last changed are now recorded.
• Centres can now be given general notes.
• Centres can be assigned 'Attributes', these can be set up in "Reports & Settings" -> "Maintenance Options" -> "System Administrator" -> "Platinum Settings" -> "Module Settings" -> "Sales Ledger/Purchase Ledger".
• Centre details can now be duplicated by using the [Duplicate] (Shift+F9) button.

• We have Knowledge Base articles to help you set up your sales and purchase centres.

  • How do I Create a Sales or Purchase Centre?.
  • What is a Sales or Purchase Centre?.

• 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.

The "Add or Edit Users" has been given the windows look and feel.

• The date and time user details were last changed are now recorded.
• The date and time passwords were last changed are now recorded.
• Users can be assigned to a department.
• User details can now be copied by using the [Copy] (Shift+F9) button.

• We have Knowledge Base articles to help you set up your users.

  • How do I set up a New User?
  • How do I set up user Security in Platinum?

• 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.

Two new variables have been added to the "Personnel Planning" Report Generator, allowing you to report on a user's department.

Variables

E10

• Department Code

E11

• Department Description

• See our Knowledge Base for the full details of the above report generator variables(s).

Setting your Platinum and Platinum Online passwords is no longer restricted to the "System Administrator". Individual users can change their passwords from the "Help" -> "About Platinum" -> "Login" menu option.

• New Platinum passwords are now scored against weak passwords (A combination of characters, digits and symbols must be used).

• We have two Knowledge Base articles to help you set your passwords.

  • How do I set or change my Platinum Password?
  • How do I set or change my Platinum Online Password?.

You can now filter appointments in the "Diary" and tasks in the "Tasks Outstanding" by department allowing an overawe of all user's in a department.

• Use the F9 [Advanced] search to filter entries by department.

The "Add or Edit Sites" has been given the windows look and feel.

• 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.