Dental Lab Customer & Production Management

Calls Priorities Maintenance

Calls Priorities Maintenance

 Previous topic Next topic  

Calls Priorities Maintenance

 Previous topic Next topic  

Usage:

Call Priority has been added to the Calls. The list of priorities are added in the master settings. My Calls and Department Calls open the list in Priority and Date order by default.

 

Navigation:   File > Global Settings > CRM Lists > Calls > Priorities

V12 - Calls - Priorities

Call Priority Maintenance form

 

hmtoggle_arrow1How to add a new Priority:

1.Click V9 - New and the New Call Priority form will open.

2.Enter the new Priority name.

3.Click V9 - OK and the new record will be added.
hmtoggle_arrow1How to update a Priority:

1.Select the Priority record you wish to update by clicking on it.

2.Click V9 - Modify and the Modify Call Priority form will open.

3.Enter the new name in Priority field. 

4.Click V9 - OK and the changes will be saved.
hmtoggle_arrow1How to remove a Priority:

1.Select the Priority you wish to delete by clicking on it.  

2.Click V9 - Delete

3.Select YES when prompted for confirmation. 

Please Note: The record will be deleted from the database, but you may add it back at any time.

 

See also:

Call Description Maintenance

Call Types Maintenance