Note Priority - NOTEPRIORITY Rule

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General Information

Default Menu Location Maintain >> System >> Rule Maintenance

URL RuleMain_S.htm?rulename=NOTEPRIORITY

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


NOTEPRIORITY.png



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 PRI[XX] email tag can be used with the Notes reader to set a priority from the email record.