Purpose To demonstrate how to manage Preplan Contact Types. Note: This permission needs to be enabled for a user to manage preplan contact types: Pre-Planning - Manage Preplan Contacts Type. Video Instructions 1. Click on Admin. 2. Click on Field ...
Purpose The purpose of this Knowledge Base Article is to demonstrate how to update the Schedule To dropdown list when Scheduling an Inspection or Reinspection. Video Instructions Default Dropdown Schedule To list: 1. Click on Admin. 2. Click on Field ...
Purpose The purpose of this Knowledge Base Article is to provide an overview of Field Management including the basic management of fields within the First Due platform. Video Instructions 1. Click on Admin. 2. Click on Field Management. 3. Advanced ...
Purpose The purpose of this Knowledge Base Article is to guide an agency admin through the setup process for online payments. Video Instructions 1. The First Due Implementation Team will send a link via email to the agency contact that will direct ...
Purpose To explain how to make selected fields required for completion using Field Management in the Training Module. Video Directions 1. Click on Training>Setup. 2. Click on Field Management. 3. Here we can: Add a new Custom Field Managements. Edit ...