Personalize

An overview of the Personalize screen in Service Agreement Quoter.

Quick Reference

• The Personalize page allows SAQ Users to select default values for a number of fields used in Quote creation. To access this page, click the profile icon in the top-right corner of any page in SAQ.
• On the Personalize page, enter and select default values as desired, then click “Save” to save your changes. Click “Reset” to revert all unsaved changes to their last saved value.

Introduction

The Personalize page allows SAQ Users to select default values for a number of fields used in Quote creation. These defaults are unique to each User and will be entered automatically when that User creates a new Quote. Note that default values can always be overwritten during the Quote creation process, and that any changes made to the Personalize page will only affect new Quotes - existing Quotes will not be impacted.

To access the Personalize page, click the profile icon in the top-right corner of any page in SAQ.

Personalize Page

1. Save Button
   Click to save your changes.
2. Reset Button
   Click to revert all unsaved changes to their last saved value.
3. Branch
   The default Branch for new Quotes.
4. Cost Center
   The default Cost Center for new Quotes.
5. Default Manager
   The default Manager for new Quotes. A Quote’s Manager is the primary manager responsible for approving the Quote once it has been submitted for approval.
6. Substitute Manager
   The default Substitute Manager for new Quotes. A Quote’s Substitute Manager is the secondary manager responsible for approving the Quote once it has been submitted for approval.
7. Expires By
   Determines whether the PM Contract expires by usage Hours (SMU), Date, or Both. If “Both” is selected, the Contract will expire by whichever comes first.
8. Default Contract Type
   The default Contract Type for new Quotes.
9. Default Package
   The default package for each piece of equipment added to the Quote.
10. Default Contract Length Months
    The default Contract Length in months. Accepts a whole number.
11. Default Contract Length SMU
    The default Contract Length in usage hours (SMU). Accepts a whole number.
12. Default CPI
    Whether Contracts are subject to year-over-year price escalation based on the Consumer Price Index (CPI) by default. 
13. Default CPI % / Year
    The default yearly price increase of Contracts subject to CPI price escalation (12), expressed as a percentage of the Contract amount. Accepts a value from 0% to 100% with up to two decimal places.
14. Create Quote with Auto Customer Search
    If checked, the Customer Search window will pop up automatically when the User first navigates to the New Quote screen.
15. Create Quote with Auto Equipment Search
    If checked, the Equipment Search window will pop up automatically when a new Quote is first created.
16. Event Details Page section preferences
    Use the Collapse / Expand buttons to control which sections of the Event Details screen will be collapsed or expanded by default.
17. Equipment Page section preferences
    Use the Collapse / Expand buttons to control which sections of the Equipment Information screen will be collapsed or expanded by default.