This article provides a quick overview of you RECS page and how to search for recommendations you have written.

Basic Information

As a Field Advisor, you will start and view all of the recommendations you have written from the RECS page. From here, you can create a new recommendation, edit an existing one, copy a recommendation or search recommendations  you have previously written.

Group Actions

Just above the second set of search filters is a row of buttons that are known as the group actions. The group action buttons allow you to perform batch operations for groups of recommendations  that have been selected using the check box next to the name.

You can View/Print, Archive, Unarchive, Complete, Invalidate, or Trash groups of recommendations.

Remember you can only Trash recommendations with the status of new. If you want to delete a completed recommendation you will want to Invaildate it.

Actions Button

The Actions button to the far left of your recommendation displays a list of things you can do with your recommendation.

  • Edit: Allows you to edit the recommendation if it is new

  • Copy: Allows you to copy the rates and products of the recommendation to a new one for a different customer

  • Clone: Allows you to make an identical copy of the recommendation including customer, location and products, but with today's date

  • Print: Allows you to print the recommendation

  • Send: Allows you to send the recommendation

Once you have completed a recommendation, you will not see the options to Edit or Complete in the Actions drop-down menu.

Quick Preview

If you'd like a quick preview of a recommendation you wrote, click in the blue box with an arrow. A preview of the recommendation will open in a new tab.