Copying a Quick Add Default

1. From any IntelliDealer screen, click on the Configuration tab.
   The Configuration Quick Links screen will appear.

   
   

   Configuration Quick Links screen
   

2. From the Service list, click the Work Orders link and select Quick Add Default from the drop down list.

   
   

   Configuration Quick Links screen

3. The Quick Add Defaults screen will appear.

   
   

   Quick Add Defaults screen

4. On the Quick Add Defaults screen, fill out the appropriate fields and click the Go >> link.
   The Quick Add Defaults screen will refresh listing the generated search results.

   
   

   Quick Add Defaults screen

5. Click on a Location.
   The Change Quick Add Defaults screen will appear.

   
   

   Change Quick Add Defaults screen

6. On the Change Quick Add Defaults screen, click on the Copy button.
   The Change Quick Add Defaults screen will refresh allowing you to add additional information to the copied quick add default before creating the new copy.

   
   

   Change Quick Add Defaults screen

7. Once you have fill out all the desired fields click on the Save button to create the new quick add default.