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.
- 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.
