Wizard sections

Can I change the order of the selected options display in a step?
Yes and no.... When you select an option in a step, it moves into the select option list at the top, and the options display here in the order you select th...
Fri, 26 Apr, 2024 at 7:43 PM
From within a step, can I add a custom selectable option, save it to my library and share it with the team all at the same time?
Yes. Account Owners and Account Admins can add a custom option to their Advice Options & Reasons Library and share it with their team from directly with...
Fri, 26 Apr, 2024 at 7:43 PM
From within a step, can I assign a category to a custom option?
Yes. On adding a custom option to a step, from within the step, you will be prompted to select whether you also wish to add it to your Advice Options & ...
Fri, 26 Apr, 2024 at 7:43 PM