How to Implement Color Picklists in CRM for Enhanced Data Visualization

What do you mean by Color Picklist?

A Color Picklist in CRM refers to a feature that allows users to assign specific colors to values within a picklist or dropdown field. Instead of displaying only text options, the picklist presents a range of colors that users can choose from when selecting an option.

The Color Picklist feature is particularly useful in CRM systems for various purposes:

1. Visual Representation: It provides a visual representation of data, making it easier for users to interpret and analyze information at a glance.
2. Customization: Users can assign colors to different categories, statuses, or priorities within the CRM system, enabling them to customize the interface according to their preferences or organizational needs.
3. Enhanced User Experience: By adding color-coded options, the CRM interface becomes more intuitive and user-friendly, leading to improved efficiency and productivity.
4. Quick Identification: Color-coded picklists allow users to quickly identify and distinguish between different types of records or activities, reducing the risk of errors and enhancing data accuracy.

Steps to Implement Color Picklists:

1. Login and Access Settings:
   • Log in to Vryno CRM.
   • Navigate to your profile and click on settings.
2. Customization Settings: Modules & Fields:
   • Under Customizations, go to Modules & Fields.
   • Select any module name.
3. Adding a New Field:
   • Click on + Add field.
   • Provide the necessary details.
   • Ensure the toggle button to allow color is active.
   • Save the changes.
4. Setting Dropdown Values with Colors:
   • In the dropdown values section, fill up the source of contact and assign colors.
   • Save the changes.
5. Adding Another Field with Color:
   • Click on + Add field.
   • Specify label, field type, and enable “Allow Color”.
   • Fill up the dropdown values.
   • Ensure “Visible” and “Show in Quick Create” toggles are enabled.
   • Save the changes.
6. Viewing Color-Coded Fields in Applicants Module:
   • Go to the Applicants module.
   • Click on “+ applicants” to view the applied colors and filters.
   • Create an Applicant.
7. Creating a Custom View:
   • Create a custom view in the same module with desired settings.
   • Click on save for future reference.