Color Code Contacts
Is it possible for me to color code a contact (perhaps by a user field)? I ask as it is a simple way for me to look at my contact list and quickly determine contacts as priorities. In my line of business Green means participating, yellow a "maybe", and Red is a "no way".
While I could create a user field stating involvement, a color on a contact quickly and easily gives me the visual I need to adjust and prioritize my day.
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Anonymous commented
Further to @Zulfi's comment, you can also change the name of the "Pin Colors" (which are really just "tags"). For example you could rename a pin from "Pink" to "Hot Prospects". That way you could search for "Hot Prospects" and only people who have that pin will be displayed. It's just easier to remember what your tags mean if you rename them.
Change pin names via Manage Data > Manage User Fields > Pin Color > (ℹ︎) > List > then tap and edit the color names. You can also change the listed order of the pins if that makes sense to you.
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AdminZulfi (Admin, Contacts Journal) commented
You can add the "Pin Color" field to each contact to do this. In the contacts list page, you can then search for "Blue" to see all blue contacts. This is one way to achieve what you are asking.
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Melissa commented
I agree with you on this one. I am new to the app and was trying to figure out how to change the pin colors to distinguish between certain types of customers. Would be great!