Managing Recommendation Templates

Did you know, if you've already created a Recommendation, you can now save it as a Template?

This article will show you how to manage these templates.

Recommendation templates are created in Recommendations screen.  

Click the link for information on how to use the Recommendations screen to create a template. Create Recommendation Templates 


From the navigation pane click Account Settings, then select the Recommendation Templates tile. 

Use the drop-down menu to select a template to edit.

You can edit the fields displayed on the screen.  

You can add recurring charges by clicking the 'Add New Recurring Charge' icon.

Enter Recurring Charge information and click the Save button 

To save your template, click the blue Save button.

Use the 'Trash' icon to delete the template.

You can also recover deleted templates using the provided Recover button, then select the deleted template you wish to recover.