Define Priorities

OBJECTIVE

The Define Priorities function is used to create the definitions or purpose of the priorities.

Priorities are used in the following: Work Orders module Enter Work Orders to determine the priority of the work order. Work Order Dispatch to manage priorities by colour. Customer Service module Call management to determine the priority of the call. Customer Relationship Management Module (CRM) Customer Relationship Management (CRM) to determine the priority of the call. Estimating module Estimating to determine the priority of the estimate. Quotation Dispatch to manage priorities by colour.

 

Steps

maestro* > Projects > Estimating > Configuration > Define Priorities maestro* > Projects > Maintenance > Work Orders > Define Priorities maestro* > Projects > Maintenance > After Sales Service > Define Priorities maestro* > Invoicing > Customer Relationship Management (CRM) > CRM > Define Priorities

 

Create a priority

1. Enter the required information in the Main Fields tab:

The Configuration icon is used to define entry options for the Code field. Fields followed by the * character are mandatory fields.

Field	Description
Code*	Code for the priority. NOTE: By default, the system displays codes 0 to 9 when you press F7 or click the SEARCH button.
French Description	French description that identifies the priority.
English Description	English description that identifies the priority.

2. Click Save.

 

See also

• Call Management
• Work Order
• Work Order Dispatch
• Estimating
• Quotation Dispatch

 

Last modification: December 20, 2024