Create a Colouring Rule
Coloring rules shade entries with different colors depending on the values of specific fields. You can set up coloring rules in the Address Book, Opportunities, Customer Service, and Hotlist pages.
Each coloring rule includes a set of values for a specific field. You can choose a background color and a text color for each value in the rule. When you apply a coloring rule, the entries that have the same value for the field are colored even if the value is hidden in the current column setup.
The colors of current and selected entries override the colors in coloring rules.
Create a Colouring Rule
- Select View > Coloring Rules.
- Click Add.
- Enter a Name for the coloring rule.
- Next to Match entries using this field, click the ellipsis button.
- From the Basic Fields or User Defined Fields list, select the field for the rule, and click OK.
- Click Add.
- Select a Value for the field, choose Text and Background colors, and click OK.
- Repeat steps 6-7 for other values of the field.
- Click OK to save the coloring rule.