Add New/Edit Inspection Recommendation Templates:
FCS users have the option to add new or edit existing recommendation templates. At the end of every inspection users will have the option to type a custom recommendation or use a recommendation template from the drop down menu.
When you first log in to FCS, go to the ToolBox icon.
Within ToolBox click on Admin.
Once you're in the Admin icon, click on the "Sales Settings" feature.
Within Sales Setting, click on "Recommendations Templates".
Here you will have the option to add a new template, and edit or delete an existing one.
Once you click on one of the above options it will bring you to a new page which will either have empty fields if you want to add a new one or have fields already filled up if you want to edit an existing one.
Below is an example of a template.
Congratulations! You have successfully added new/edited recommendation templates.
Please sign in to leave a comment.