Configuring Account Priorities

Account Priorities enable you to specify the priority of the sales account. For more information, see Managing Sales Information

Adding a Priority Code

1. From the Administration menu, select Client Relations, select Profile Management, and then select Account Priorities.

2. Click New and complete the following fields:

   1. Code: Enter a code for the priority (for example, H for High, L for Low, and so on).

   2. Description: Enter a description for the priority code.

      1. Manage Translations: (Available when the Multi Language function under the General group is active.) Select to open the multi-language descriptions screen and configure a language translation for the description.

   3. Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save or click Save and Continue to save this code and add another.

Editing a Priority Code

1. From the Administration menu, select Client Relations, select Profile Management, and then select Account Priorities.

2. Enter search criteria and click Search.

3. In the search results, select the code then click the vertical ellipsisActions menu and select Edit.

4. Update the configuration.

   1. Inactive. Select to inactivate the current code. Inactive codes are not available for selection on a profile, but are available for selection in report filters.

5. Click Save.

Deleting a Priority Code

1. From the Administration menu, select Client Relations, select Profile Management, and then select Account Priorities.

2. Enter search criteria and click Search.

3. In the search results, select the code then click the vertical ellipsisActions menu and select Delete.

   Note:

   Only inactive codes that are not currently used in a profile can be deleted.

4. Click Delete to confirm.