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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
Priorities are used by the Priority Management system to prioritize Incidents and To-Do's. When Priorities are entered in the Master Information section, these are then available for use when entering or updating Incidents and To-Dos.
You must manually create Priorities if you want the ability to assign them to Incidents or To-Do's. If no Priorities are defined, then none will be available when entering Incidents or To-Do's.
To access the master List of Priorities, select CRM, Master Information, Priorities option. The following screen will appear.
The "List Priorities" screen displays information on all existing Priorities, including Priority order, name, and description.
To create a new Priority, select the NEW button. The following screen will appear:
When creating a new Priority, you are presented with the following options:
Enter a name to define the Priority (e.g., High, Medium, Low, etc.).
Specify the order in which the Priority should appear when using the drop-down list on the Incident screen.
Enter a brief description of the Incident Priority.