Declined/Deferred Setup
When booking appointments the recommended maintenance items can be accepted, declined or deferred from the drop down. This setup screen allows for the customization of the reason codes that populate.
Under options you can:
Add New Reason
Edit Reason
Delete Reason
Add New Reason
To add a new reason:
Go to the options drop down
Click Add New Reason
Enter the reason you want to add
There are three radio buttons:
Active - If unchecked the reason will not display when choosing a reason
Deferred - If checked the reason code will display if marking recommended maintenance as Deferred
Decline -If checked the reason code will display if marking recommended maintenance as Decline
You can change the order the reasons display by clicking on the reason and using the up or down arrows.