Note Priorities

  • Updated

Some businesses really make Notes work for them and use them regularly.  Where this is the case, to move things up a notch, why not create different priority types or levels which can then be used to form part of sets, eg for Customer Service or Sales?

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  • Navigate to: [Top menu] Profile (icon)Admin Settings[side menu] Contacts & Notes > Note priorities. 

You can set up priority options for each Note type, as well as the order they appear in and the default priority.

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Attribute these Note priorities to a Note priorities set:

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You can now open a Note type, add a Priorities set and then set permissions allowing only those with specific Web User roles to update the priorities of the Note type. 

  • Navigate to: [Top menu] Profile (icon)Admin Settings[side menu] Contacts & Notes > Note types> Select Note type > [Field] Role able to edit priority.  

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When a new priority is added, the event will appear in User events: 

  • Navigate to: [Top menu] Profile (icon)Admin Settings[side menu] User events.

The note priority can be shown as a sortable column in the Notes list view and is a filter option. In addition, this column is available as an option on blueprint exports.