Hiding Schemes from Agent Use

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If you want to ensure that a Scheme cannot be used to generate a quotation; for example because it is in the development phase or because you are reviewing the Scheme for an update. You can hide it from your Agents.

It is easy to make a Scheme visible again after it has been hidden.


Hiding a Scheme

  1. Log in to SchemeServe as an Administrator
  2. Click on the Admin Tab
  3. Click on the Schemes Icon
  4. Click on the Scheme you wish to hide
  5. Click on the Hidden Button
  6. Click on the Save Changes Button


Video Tutorial


See Also:

Creating Schemes

Deleting Schemes

Editing Schemes

Finding a Scheme

Making a Scheme Visible for Agent Use