Editing 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 Default screen, you may edit any of the available fields within the selected quick add default.

7. Click the Save button to save any changes made to the quick add default.
   - or -
   Click the Save & Next button to save any changes made to the quick add default and continue to the next quick add default on the list.