Suggestion Type?

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  • Aaron Horn

    Hey Joseph,

    The benefit is not much if your suggestion lists are small.  I usually keep some generic named ones like "Suggestions $+" where it's just 1 tab of suggested items that will add pricing ($) and be placed as a child (+).  I usually let my needs drive the amount of suggestion types created.  If you have a large package where you need to select from "Monitors", "Screens", "Cable Packages", etc, then I might create those categories as suggestion types for labeling and grouping purposes.  That way the decision for the sales staff is organized across multiple tabs nice and clean.  But I wouldn't feel the need to make a ton of suggestions types before you need them.  That would be my recommendation.

    Aaron Horn
    Consultant (Flex Endorsed)
    aaronjhorn@gmail.com
    615.335.1225

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