Difference between revisions of "How do I Highlight Priority Customers?"
From Catalyst
(Bulk update) |
|||
| (4 intermediate revisions by 2 users not shown) | |||
| Line 5: | Line 5: | ||
== More Information == | == 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. | + | 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. | 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. | ||
| Line 14: | Line 14: | ||
=== Automatic === | === Automatic === | ||
| − | This option utilises a report that is designed to alter a task type based on an attribute assigned to a customer. | + | 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: | This option requires the following [[How do I Set up Task Types?|Task Types]] to exist: | ||
* {{DataValue|TEL - Telephone}} | * {{DataValue|TEL - Telephone}} | ||
| − | * {{DataValue|EMA - Email Required}} | + | * {{DataValue|EMA - Email Required}} |
* {{DataValue|QUI - Quick Response}} | * {{DataValue|QUI - Quick Response}} | ||
| − | and this [[How do I set up | + | and this [[How do I set up customer/supplier attributes?|Customer Attribute]]: |
* {{DataValue|PRI - Priority Customer}} | * {{DataValue|PRI - Priority Customer}} | ||
| Line 28: | Line 28: | ||
==== In Practice ==== | ==== In Practice ==== | ||
| − | * Assign the {{DataValue|Priority Customer}} [[How do I | + | * 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}}. | + | * 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. | * Enter any notes for the task as usual. | ||
* Click {{Button|Done}} and {{Button|Accept}}. | * Click {{Button|Done}} and {{Button|Accept}}. | ||
| Line 37: | Line 37: | ||
* [[How do I Create a New Task in Tasks Outstanding?]] | * [[How do I Create a New Task in Tasks Outstanding?]] | ||
* [[How do I Set up Task Types?]] | * [[How do I Set up Task Types?]] | ||
| − | * [[How do I set up | + | * [[How do I set up customer/supplier attributes?]] |
| − | * [[How do I | + | * [[How do I assign attributes to a customer or supplier?]] |
| − | |||
{{KB_Tags|tasks, priority, urgent, customer, task type, attributes, attribute}} | {{KB_Tags|tasks, priority, urgent, customer, task type, attributes, attribute}} | ||
| − | {{KB_PP}}{{ZN_Admin}} | + | {{How}}{{KB_PP}}{{ZN_Admin}} |
Latest revision as of 06:27, 20 December 2019
Summary
This article explains how to use the Personnel Planning system to highlight customers within the 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 'QUI - Quick Response' and assign a bright background colour to it. Follow this article for instructions on creating tasks.
- When you create a 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 Task Types to exist:
- 'TEL - Telephone'
- 'EMA - Email Required'
- 'QUI - Quick Response'
and this Customer Attribute:
- 'PRI - Priority Customer'
 | The report can be configured to run based on the Task Types and Customer Attributes of your choice but you will need to Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page. There may be a charge for configuration. |
In Practice
- Assign the 'Priority Customer' attribute to a customer.
- In Tasks Outstanding, create a task for that customer with the Task Type set to 'TEL' or 'EMA'.
- Enter any notes for the task as usual.
- Click [Done] and [Accept].
- The task will automatically change to 'PRI - Priority Customer' and the background colour will alter to the colour assigned to '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?
