Mwillard: Mwillard moved page Note Priority to Note Priority - NOTEPRIORITY Rule

2022-12-09T17:25:01Z

Mwillard moved page Note Priority to Note Priority - NOTEPRIORITY Rule

Tcampbell at 19:26, 6 December 2022

2022-12-06T19:26:21Z

Tcampbell: Created page with "NOTOC ===General Information=== '''Default Menu Location''' Maintain >> System >> Rule Maintenance '''URL''' RuleMain_S.htm?rulename=NOTEPRIORITY '''Function''' This..."

2022-12-06T19:25:26Z

Created page with "__NOTOC__ ===General Information=== '''Default Menu Location''' Maintain >> System >> Rule Maintenance '''URL''' RuleMain_S.htm?rulename=NOTEPRIORITY '''Function''' This..."

New page

__NOTOC__

===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.

[[image: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.

[[Category:Rule Maintenance]]

← Older revision		Revision as of 19:26, 6 December 2022
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	'''URL''' RuleMain_S.htm?rulename=NOTEPRIORITY		'''URL''' RuleMain_S.htm?rulename=NOTEPRIORITY
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	'''Function''' This rule allows users to define note priority names and codes and set the default priority.		'''Function''' This rule allows users to define note priority names and codes and set the default priority.

← Older revision	Revision as of 17:25, 9 December 2022
(No difference)

Note Priority - NOTEPRIORITY Rule - Revision history

Mwillard: Mwillard moved page Note Priority to Note Priority - NOTEPRIORITY Rule

Tcampbell at 19:26, 6 December 2022

Tcampbell: Created page with "__NOTOC__ ===General Information=== '''Default Menu Location''' Maintain >> System >> Rule Maintenance '''URL''' RuleMain_S.htm?rulename=NOTEPRIORITY '''Function''' This..."

Tcampbell: Created page with "NOTOC ===General Information=== '''Default Menu Location''' Maintain >> System >> Rule Maintenance '''URL''' RuleMain_S.htm?rulename=NOTEPRIORITY '''Function''' This..."