Modified on: Thu, 16 Aug, 2018 at 12:16 PM
You can also add your own custom providers to your library. You will be prompted to provide a name and description for each provider. You can then select which recommendation section(s) to link it to by clicking linked sections.
When building a report you can pull provider information from your Provider Library straight into any recommendation section wizard with one click, thereby saving you time and the need to re-key this data time and again.
Video Tutorial: An overview of the Provider Library
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