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Note: The procedure below applies to ConnectWise Manage users.

How to set up the point system

1. Click Settings.

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system 

1. In the NextTicket for ConnectWise Manager, click Settings > NextTicket for ConnectWise Manager Priority Rules. 
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2. Select the applicable options in the Tickets filter and 

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1. User lists. 
   

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2. Set up the priority rules. You can refer to the priority rules section and functions below for reference. By default, the rows of priority rules are expanded. You can click

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1. the Priority Point

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1. rules switch to collapse all rows. 

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1. After setting up each priority rule, you can do any of the following: 
   • Click Load Default to load the default value for the rule. 
   • Click Save Default to save the new priority rule value as the default value. 
   • Click Save & Test to save the changes for the specific priority rule and to test the rule values. 
   • Click Save to save the changes for the specific priority rule.

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1. After setting up all your preferred priority rules, do any of the following:
   • Click Test All to test the calculation result for all the priority rules. 

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1. • Click Load Default All to load the default values for all the priority rules. 

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1. • Click Save All to save the changes for all the priority rules.

Best Practices in setting up the priority points

1. Interview your dispatcher or technician to identify rules and conditions like this: If (given scenario), then it should be given more (or less) importance. 
2. Review each of the point rules you have identified. Use the Save & Test function to test each rule.
3. Use the Test all function to balance the points between the rules and check if the prioritization brings up your expected result.
4. Ask your technicians to give the app a try and give you feedback.  
5. Adjust the rules and points based on the dispatcher's or technicians' feedback.
6. Continue updating the rules and corresponding priority points for two weeks. The resulting prioritization should improve over time and you won't need to modify anymore. 
7. Request and create new rules that are not similar or duplicates of existing ones. 

What are the NextTicket priority rules and functions? 

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Below are the priority rules and descriptions of how each rule functions.

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