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Customer experience | Sales, Customer Insights,...
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Display Status in different colors in a View

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Posted on by 410

Hello everyone,

Today I got a very strange request from one of our salespeople, for which I could find any solution, so maybe you can suggest some ideas/best practices.

In every opportunity, we have a sales stage (Evaluating, Negotiation, Closing, Signing Contract, etc.)  which indicated how far we are in a particular opportunity.

In CRM (UCI) we have a view that shows a column with opportunity stage, however, is there a way that we can either color the stage name or the entire block in the cell?

4061.PNG

Any ideas are highly appreciated and welcome to try.

Kind regards

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  • Verified answer
    meelamri Profile Picture
    13,216 User Group Leader on at
    RE: Display Status in different colors in a View

    Hello

    You can use icons, please check this link:

    www.plusconsulting.com/.../

  • Radoslavov Profile Picture
    410 on at
    RE: Display Status in different colors in a View

    Hi Mehdi,

    thank you for the suggestion, i will try the steps mentioned in the artciel and let you know if it works (and mark it as suggested answer if it does).

    Regards

    Kiril

  • Paul_Owen Profile Picture
    2,027 on at
    RE: Display Status in different colors in a View

    Hi, you can add a coloured Icon directly in the optionset label either using Windows emojis or copy and paste from emojis.wiki for example.

    pastedimage1581416679042v2.png

    pastedimage1581416569045v1.png

    Regards

    Paul

  • Radoslavov Profile Picture
    410 on at
    RE: Display Status in different colors in a View

    Hi Paul,  this looks quite interesting and probably the easies solution of this request. Thanks for the suggestion 

  • Radoslavov Profile Picture
    410 on at
    RE: Display Status in different colors in a View

    It seems that emojis are not displayed properly in all browsers (Chrome and Edge) so this is not a solution for everyone.

    I will try the Mehdi's proposal with the .png icons.

  • Paul_Owen Profile Picture
    2,027 on at
    RE: Display Status in different colors in a View

    Have you got an example screenshot? They display fine for me and my customers in Chrome and the new Edge browser, I did a RAG Status field just yesterday.

    pastedimage1582015487059v1.png

    Regards

    Paul

  • Radoslavov Profile Picture
    410 on at
    RE: Display Status in different colors in a View

    HiPaul_Owen

    sure, this how it looks like for all users using Chrome or Edge, and for those (like myself) using Mozilla.

    Chrome  edge  mozilla

    regards

    Kiril

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