The Company Priority Filter created by you coupled with the system defaults enable you to categories your company records so you can easily include or exclude from your searches.
To assign a priority filter to a company record
- Open a company record in Chameleon-i.
- Select the Company Priority you want to assign from the drop-down list.
- 'Save' the record to complete the record edit.
You can edit this drop-down list in the Admin panel of Chameleon-i, if you don't have access to this please request list changes via your local Admin.