Overview

A great way to provide a reminder when a new case is created Configure operations to appear as suggestions for every case created and manage alerts for operations, campaigns, and recalls.

Configuring Recommended Operations

• Administrators can access the Recommended Operations, Campaigns & Recalls Page

To add a recommended operation to your location:

1. As an administrator, enter the location you wish to configure.
2. On the top navigation bar, click Admin.
3. From the Administrative Tools page, select Customize Your Database.
4. From the Customize Your Database page, click Recommended Operations in the Service Customization section.
5. Within the Add New section, begin typing the Name or the Builder Operation Code for the desired operation.
6. After entering three characters, a list of results that match your search criteria will display. They'll continue to filter as you continue to type more characters.
7. Once you have found the desired operation to set as recommended, click +ADD.
8. Once you have added an operation, a success banner will appear and this operation will display on the Recommended Operations page under Service Provider Recommendations when a case is opened at this location.

To remove an operation from the Recommended Operations list, click Delete from the ACTIONS column of the desired operation.