Color Coding Customer Cards
R
Ryan O'Neil
Would love to be able to highlight or color code customers. Would make organizing and recognizing Out of State Customers easier at a glance!
R
Ryan O'Neil
1.) Thinking only 3 or so would be needed: In state - Out of state - and Referral
2.) 3 for my personal needs but i could see others need up to 5 especially if utilized at the managerial level they could need or utilize more then us at the sales level
3.) Predefined would be fine, as it could be set up and defined by our lead manager. But I can also see the ability to customize being useful as well. My brain goes to the management level of things here. As they would wanna categorize and organize things in their own way that makes sense to their personal workflows
Shelby Parker
Hiya Ryan O'Neil, thanks for this post! I have a few more questions for you:
- What specific criteria would you like to use for color coding the customer cards?
- How many different color categories do you envision needing for effective organization?
- Would you like the ability to customize the colors for different categories, or should they be predefined?