Configuring Account Priorities
Adding a Priority Code
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From the Administration menu, select Client Relations, select Profile Management, and then select Account Priorities.
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Click New and complete the following fields:
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Code: Enter a code for the priority (for example, H for High, L for Low, and so on).
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Description: Enter a description for the priority code.
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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.
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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.
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Click Save or click Save and Continue to save this code and add another.
Editing a Priority Code
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From the Administration menu, select Client Relations, select Profile Management, and then select Account Priorities.
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Enter search criteria and click Search.
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In the search results, select the code then click the vertical ellipsisActions menu and select Edit.
- Update the configuration.
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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.
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Click Save.
Deleting a Priority Code
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From the Administration menu, select Client Relations, select Profile Management, and then select Account Priorities.
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Enter search criteria and click Search.
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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.
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Click Delete to confirm.
Parent topic: Sales Information