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Priorities and response times must be set up at the business unit level and against individual client cards.

To add a new priority at the business unit level:

  1. Go to Site Admin and select your business unit.
  2. Click Settings and search for Priorities.

  3. Click Add Priority.

  4. Enter a Priority No and a Description.

  5. Use the colour picker to choose a Schedule Colour (optional).

  6. Set a Response Time for each priority in either Minutes, Hours, Days or Weeks.
  7. Save.


Video tutorial