To create a Preferred Associate rule:

1. Go to the Address Book tab
2. Click on ‘Preferred Associates’
   Click ‘Add Foreign Associate’/‘Add Associate’
3. Type the name of the associate
4. Enter the case filters where the associate should be a preferred contact
   > Client/Country/Category/Subcategory
5. Enter a Priority number to order the list of preferred associates if there is more than one
6. Click ‘Create’