How do I Configure Highlighting in the iOS Customers app?

Updated on March 5, 2021 07:23AM by Admin

Customers app Highlighting feature allows you to identify the main objects. That is, using a color scheme, you can highlight the main objects. This configuration contains background color, text color, and priority score to view your cases.

Steps to Highlighting the Customers

  • Login and access the Customers app from the universal menu.
  • Click on the More(...) icon and select Settings.

  • On the Settings page, click on the Customers and selects the Highlighting.
  • Click on the Create button.

  • You will be redirected to the Create Highlighting page.
  • Enter the Name and the Priority Score.
  • Priority Score will help to Prioritize the customers based on this highlighting at the time of using multiple highlights.
  • Select the color for the Background and the Text color from the color picker tool.
  • Add some Descriptions of your references.
  • In the Criteria, set the condition for the color-coding.
  • By using the Insert attributes, insert the attributes of the Customers app to set the condition.
  • Here, the condition is set to view the Potential customers in yellow color by selecting the Customer type as Potential Customer.
  • Then click on the Create button.
Create highlighting

  • Similarly, set the condition for Loyal Customers are in Green and the Priority score is 2.
  • Likewise, New Customers are set in Blue color and the Priority score is 3.
  • You can view the list of Highlights once it is created.

  • Now, go to the Customers app from your iOS device. Click on the Show all.
  • You can view the Customers background and also text color also will be changed as the highlighted color on the list.
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