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  1. Go to Priority Rules by clicking the priority rules link on the NextTicket for Halo screen.
  2. Click the Advanced Rule button to open the Advanced Rule pop-up window.
    Advanced NextTicket rule
  3. Fill in the following fields for adding an advanced rule:
    advanced rule 
    • Rule Name - Enter a unique rule name.
    • Rule Description -Enter a description for the rule. (Optional)
    • Rule - Create conditions for the advanced rule. Add more groups or conditions if you need to.
  4. Add positive points to increase prioritization, or give negative points to decrease the priority.
    image add points to rule
  5. Click Save to keep the settings. 

    You can also do the following actions in this section: 
    • Test the advanced rule - Click theicon to save the priority rule and test the values of the rule. Below is an example of the Test Result window. 
      test result
    • Delete the rule - Click the icon to delete the rule.
      delete advanced rule

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    • Use the Colour filter when creating an advanced

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    • rule
      You can also create an advanced rule that applies the Colour filter. For example, if companies are grouped according to color, you can add an advanced rule that will add (or deduct) priority points to companies assigned with the specified color. To do this, select Customer > Colour > IN and select the appropriate color. 
      advanced rule with color filterImage Modified



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watchlist
watchlist
FOR ADMINS: Add companies to the watch list​

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