Color indicators
When the CLIPRO_COULEUR management rule is enabled, up to 3 color indicators can be associated with each customer record sheet. Those colors give additional information on customers and their meanings are specific to each company (ex: customer's reliability).
Reference
For more information about the CLIPRO_COULEUR management rule, refer to CLIPRO_COULEUR.
To define color indicators on a customer record sheet, color indicators must be set up beforehand.
| 1 | Go to the Desktop Application > Tools > Setup > General setup > Sales > Customer color option management and click on  . |
| 2 | Specify the information: |
| Field | Description |
|---|---|
| Code | Identify the color using a unique code. |
| Rank # | Specify the rank number of the color indicator. |
| Label | Specify the label of the color code. |
| Color | Click on the colored sticker to open the color chart. Choose the desired color or set your own customized color, then click on OK. |
| By default | Check this box if you want the color indicator to be applied by default when creating a new customer or prospect. |
| 3 | Save. |
