Note Priority

Modified on Tue, 14 Jun 2022 09:23 by Freddy Donovan — Categorized as: Address Book, Notes, Rule Maintenance

General Information¶

Default Menu Location Maintain >> System >> Rule Maintenance

Function This rule allows users to define note priority names and codes and set the default priority.

Note Priority Rule

Rule Setup – Text Fields¶

Name: The priority name that displays in the Notes application drop-down list of Note Priority.

Code: The two character code used for setting the priority code in the database. Each priority should have a unique two character code.

Color: The hex value for the note in the CRM system.

Order: The numeric order that these priorities should list. Use numbers from 1 to 99.

Rule Setup – Number Fields¶

There are no number fields in use

Rule Setup – Logic Fields¶

Default: One priority rule detail can be checked as the default priority (if no other priority code is set). The PRIXX email tag can be used with the Notes reader to set a priority from the email record.