Color-coding Your Contacts
You can color code groups or individual contacts in your address book by using one of the two available options: by assigning contacts to a predefined group or by using the manual color picker.
Color Coding Contacts by Assigning Them to a Predefined Group
The first way you to color-code your contacts is by assigning them to a specific group. The system will automatically assign the following colors if you assign your contacts to one of the predefined groups:
- – Green – Used for contacts in the “Active” group;
- – Yellow – Used for contacts in the “Prospect” group;
- – Red – Used for contacts in the “Cancelled” group;
- – Blue – Used for everything else / unassigned contacts.
To assign the contact to one of these groups, go to the Address Book List and click “Edit” in the “Actions” column.
Alternatively, you can right-click on the contact and select “Edit” in the pop-up menu.
Open the “Location Details” tab, then go to the “Group” field and type in the name of the group you want to assign the contact to.
Write “Active” for a green pin, “Prospect” for a yellow pin and “Cancelled” for a red pin. Be sure to spell the name of the group precisely as indicated. Any other text, or leaving the group field blank, will assign the custom blue color to the address pin.
You can also do this when you upload a spreadsheet, by specifying the contact group in the “Group” column.
Color Coding Contacts by Manually Selecting a Color
If you need more color options for your address book contacts than the four default options available by assigning contacts to a group, you can manually assign custom colors to contacts, either individually or in bulk.
To change the color for a single contact, right-click on the pin in the Address Book Map, then select “Edit.”
Next, click on one of the colors available under the “Location” tab.
To assign a color for multiple contacts at the same time on the Address Book Map, take the following steps:
Choose one of the three available selection tools;
Create a shape around the contacts by clicking and dragging on the map;
Right-click anywhere inside the selection;
Click “Assign Color to Addresses” in the pop-up menu.
Chose one of the available colors, then click “OK.”
Click “Confirm” when prompted.
The selected contacts will display the new color on the map.