Customizing Workfile Settings

From the Express Setup screen, click on the Customize Workfile Settings link. The Customize Workfile Settings wizard allows you to set up the following:

• EMS File Import settings
• EMS Export settings
• Priority Flags
• Marketing - Age Ranges
• Marketing - Referral Sources
• Repair Order Print settings
• Opportunity settings
• Workfile Cancel Reasons

To access the Customize Workfile Settings wizard.

1. Select Dashboards > Quick Start from the menu bar.
   
2. Click on the Express Setup link from the lower right corner of the screen.
   
   - or -
   
   Select Help > Express Setup from the menu bar.
3. Click on the Customize Workfile Settings link in the Customize Workfile Settings section.