Priorities. Sage Evolution Standard
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• Setting up Contact Management
Chapter 10 – Contact Management
To access this function, choose the Maintenance...Contact Management...Incident Type Groups menu option. On the system tree, choose Contact Management...Maintenance…Incident Type Groups:
In the group Name field, name the incident type group clearly, so that you can identify it easily.
The table displays the incident type that belongs to this incident type group, as well as the incident type settings.
Use the buttons to maintain incident types, and add and remove them from this incident type group.
Priorities
When you create an incident you assign a priority to it, and you can report and see incidents in priority sequence. You can change the priority of an open incident at any time. You can create as many priorities as you wish. The system ships with some priorities set up for you, but you can change these at any time.
You access this function via the Maintenance...Contact Management...Priorities menu option, or via the system tree Contact Management...Maintenance...Priorities function:
Choose a colour for the priority. This lets you see incidents in easy to recognise colour coded sequences.
When you create a new incident, the system assigns the incident a priority automatically. Check the default check box to specify this priority code as the default one.
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