Priority Management

OBJECTIVE

The Priority Management option is used to create the definitions or purpose of the priorities.

Priorities are used in the following: Work Orders module Service Quotations to determine the priority of the work order quotations. 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. Quotations module Advanced Quotations to determine the priority of the quotation. Quotation Dispatch to manage priorities by colour.

 

Steps

maestro* > Projects > Maintenance > Work Orders > Priority Management (Web) maestro* > Projects > Estimating > Configuration > Priority Type Management maestro* > Projects > Maintenance > After Sales Service > Priority Management (Web) maestro* > Invoicing > Customer Relationship Management (CRM) > CRM > Priority Type Management

 

Creating a Priority

1. Click the New icon.
2. 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.
Description	English description that identifies the priority.
French Description	French description that identifies the priority.

3. Click the Save icon.

 

See also

• For more information on baseline web controls, access the help pages in the List of Documents - Baseline Web Controls
• For more information regarding the classic version of this maestro* option, refer to the help page Define Priorities
• Call Management
• Enter Work Orders
• Work Order Dispatch
• Estimating
• Quotation Dispatch

 

Last modification: September 02, 2026