OVERVIEW
How to create a new case priority
How to edit an existing case priority

SCREEN OVERVIEW
New/edit case priority
Existing case priorities
Buttons

Overview

Sometimes, one case must take precedent over another. Depending upon the customer or vendor your case is associated with, you may wish to prioritize your cases according to who needs to be attended to first. That's why Method includes Case priority types which can tell a user immediately what cases deserve their immediate attention, and which can be safely scheduled later in the day. The stock priority types (high, medium, and low) are often enough for most businesses, but sometimes it can be helpful to create custom priority types to impart information specific to your business. This section will show you how to create a new priority, edit an existing priority, and will provide a breakdown of the screen to explain each area in detail. Let's get started!

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How to create a new case priority

1. From Method CRM, go to Cases > New case.
2. Scroll down and click on Add additional info. This will generate the additional info sub-screen.
3. Beside the Priority drop down menu, click the ellipses button (...) or click on the drop down menu and choose . Either of these options will generate the New/Edit Case Priorities screen.
4. Choose a name for your new case priority. It should reflect the kind of priority level you wish to denote.
5. Click Save to save the new priority type. Once you refresh the screen, it will appear in the Existing case priority grid below, as well as in the Priority drop down menu on the New and Edit case screens. Clicking Save & New will save the changes and clear the field. Clicking Save & Close will save the changes and return you to the New case screen.

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How to edit an existing case priority

1. Follow steps 1 and 2 from above.
2. In the Existing Case Priorities grid, locate the priority you wish to edit and click Select. This will populate the field above with the information associated with this priority.
3. From here, you can change the name of the priority (which is the only field associated with priorities).
4. Click Save to save the changes to the priority type. Once you refresh the screen, the changes will be reflected in the Existing case priorities grid, as well as in the drop down menus. The buttons function the same as above.

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Screen overview

The following is a breakdown of the New/edit case priorities screen. We'll take a closer look at each element of the screen (drop down menus, buttons, etc.) so you know exactly what each element does. We hope this will be a useful "glossary" of sorts for new users!

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New/edit case priority

Let's take a look at the requisite field required to either create a new case priority or edit an existing one. Bear in mind that editing just requires you to change the information you want to change - as long as the field with the red asterisk next to them is filled out, Method will save the record!

• Case priority: This is the only field required for Method to save your case priority record - and the only field on this screen! As mentioned above, it is simply a writable field used to give your case priority a name, or to edit the existing name (which will appear here if you have selected a case priority from the grid below).

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Existing case priorities

Of course, this grid functions the same way as other grids in Method (see our article on Grid functionality for more information). Clicking Select next to the case priority you want to edit will populate the case priority field above. Since there is only one field on this screen, you can only order or search the grid using that criterion.

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Buttons

As usual, you will find some familiar buttons at the bottom of this screen that offer you other options to be had. They are as follows:

• More actions: This button will allow you to Clear / New which will clear the field in preparation for a new case priority, or Delete case priority, which can't be undone.
• Save: This will save the changes.
• Save & New: This will save the changes and clear the field.
• Save & Close: This will save the changes and close the screen, returning you to the New case screen.
• Cancel/Close: This will close the screen without saving changes.

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