View source for How do I Highlight Priority Customers?

== Summary ==

This article explains how to use the {{PP}} system to highlight customers within the [[How do I Create a New Task in Tasks Outstanding?|Tasks Outstanding]] screen.

== More Information ==

When viewing a list of tasks, it may be useful to highlight specific customers to draw attention to them, e.g. to ensure they are contacted as a priority.

This can be achieved manually by assigning a specific task type to a message or using an automated system which can override the colour of a task regardless of the task type.

=== Manual ===
* Create a Task Type such as {{DataValue|QUI - Quick Response}} and assign a bright background colour to it. Follow [[How do I Set up Task Types?|this]] article for instructions on creating tasks.
* When you create a [[How do I Create a New Task in Tasks Outstanding?|task]], it should then stand out from the other tasks.

=== Automatic ===
This option utilises a report that is designed to alter a task type based on an attribute assigned to a customer.

This option requires the following [[How do I Set up Task Types?|Task Types]] to exist:
* {{DataValue|TEL - Telephone}}
* {{DataValue|EMA - Email Required}}
* {{DataValue|QUI - Quick Response}}

and this [[How do I set up customer/supplier attributes?|Customer Attribute]]:

* {{DataValue|PRI - Priority Customer}}

{{Information|The report can be configured to run based on the Task Types and Customer Attributes of your choice but you will need to {{SupportContact}}.  There may be a charge for configuration.}}

==== In Practice ====
* Assign the {{DataValue|Priority Customer}} [[How do I Assign Attributes to a Customer or Supplier?|attribute]] to a customer.
* In [[How do I Create a New Task in Tasks Outstanding?|Tasks Outstanding]], create a [[How do I Create a New Task in Tasks Outstanding?|task]] for that customer with the Task Type set to {{DataValue|TEL}} or {{DataValue|EMA}}.
* Enter any notes for the task as usual.
* Click {{Button|Done}} and {{Button|Accept}}.
* The task will automatically change to {{DataValue|PRI - Priority Customer}} and the background colour will alter to the colour assigned to {{DataValue|PRI}}.

== See also ==
* [[How do I Create a New Task in Tasks Outstanding?]]
* [[How do I Set up Task Types?]]
* [[How do I set up customer/supplier attributes?]]
* [[How do I Assign Attributes to a Customer or Supplier?]]

{{KB_Tags|tasks, priority, urgent, customer, task type, attributes, attribute}}
{{How}}{{KB_PP}}{{ZN_Admin}}