The Highlighting feature of Apptivo allows you to differentiate between the records based on their types, statuses, and so on. This feature is made available in the contracts app so that you could maintain your contracts without being ambiguous. It’ll take only a few minutes to get a hold on implementing highlighting to your contracts.
Steps to configure Highlighting:
- Log in and access the Contracts App from the universal navigation menu bar.
- Click on the More(...) icon and select Settings.
- On the settings page, Go to Contracts → Highlighting from the left navigation panel.
- Select Create to create a new highlighting.
- In the Create Highlighting page, add a Name, Priority, and Description for the highlighting. You can also choose the background and text color.
- Configure the criteria in the Criteria section. Here, the condition is set to highlight the contracts when the status is Executed.
- On selecting Create, a new highlighting is created.
- On navigating to the home page or any views in the Contracts App, you can see the contracts that match the criteria highlighted.
