Color Coding of Picklist Values | Zoho CRM

Color Coding of Picklist Values

Picklists are convenient and functional, as they convey the current state of the record.For example, the lead status or the current stage of the deal, etc., can be easily distinguished and monitored. Furthermore, to provide aesthetic distinction and ease of interpretation, Zoho CRM allows to color code the picklist values.

Availability
Permission Required
Users with Module Customization permission can enable picklist color coding.
You can color code up to 100 picklist values in a module
Feature availability and Limits

Displaying colored values 

The colored values are displayed across CRM: 
  1. Record creation - As colored bulletins along side the picklist values.
  2. In the Record Detail Page
  3. In the Canvas View and List View - Enclosing the picklist value with a capsule-like shape.
  4. In the Kanban view , the header of the kanban tile will be displayed in the ascribed color when the multi-color option is chosen.
  5. In Charts and Dashboard - When the picklist values are used to plot, then it will assume the ascribed color.
  6. In the Deal pipeline - Each stage will be displayed with the color ascribed.

Info
Points to Remember:
  1. A color can be used repeatedly for multiple values. For example, Closed lost and Closed - lost to competition both can be represented in red color.
  2. The number of picklist fields, that can be color coded in a module, varies for each edition;
  1. Standard: 2 per module
  2. Professional: 5 per module
  3. Enterprise: 10 per module
  4. Ultimate: 15 per module
  1. In each picklist field, a total of 100 values (including used and unused values) can be colored. 
  2. Admins or users with module customization permission can add or change the colors of the picklist fields. 
  3. Picklist values for Reports and Criteria cannot be color coded for now.
  4. Picklist values for all modules except Tasks, Calls, Appointments, and Services, can be color coded.
  5. Coloring picklist fields is not user specific, it is org specific. Hence, individual users cannot set or change colors for their CRM account. 

Enabling Color Coding for picklist fields

Color coding can be enabled for picklist fields from the field properties. Once enabled, the values will be displayed in the chosen color across CRM. Admins can edit it as per their preference.
To enable color coding
  1. Go to Setup > Customization > Modules and Fields.  Module refers to the Leads, Accounts, Contacts, etc. tabs.
  2. Click the desired module and select a Layout .
  3. In the Layout editor, go to the required picklist field, click the Settings icon and select Edit Properties.
  4. In the Pick List Properties page, check Enable color for picklist options.
  5. Click the color bar and change the color, you can select more colors from the palette. A sample text with the selected color will appear as a preview above the palette.
  6. Click Done and Save the layout.

Enabling color coding for the Deals picklist

In the Deals module, color coding can be enabled in the Stage-Probability Mapping.
To enable color coding of deal stages
  1. Go to Setup > Customization > Modules and Fields.
  2. Go to the Deals module and select a layout .
  3. In the Stage field, click the More icon and select Stage-Probability Mapping
  4. In the Stage-probability mapping page, check Enable color for picklist options.  This will populate default colors against each stage. 
  5. Click on the color bar to change colors to your preference.
  6. Click Done and Save .

Enabling color coding for Meetings

Meetings is a productivity management module and allocating colors to the picklists values in meetings will enhance the calendar experience and provide distinction between the type of meetings.  For more information about color coding in the meetings module, Click here.



SEE ALSO

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick LinksWorkflow AutomationData Collection
                          Web FormsEnterpriseBegin Data Collection
                          Interactive FormsWorkplaceData Collection App
                          CRM FormsCustomer ServiceAccessible Forms
                          Digital FormsMarketingForms for Small Business
                          HTML FormsEducationForms for Enterprise
                          Contact FormsE-commerceForms for any business
                          Lead Generation FormsHealthcareForms for Startups
                          Wordpress FormsCustomer onboardingOrder Forms for Small Business
                          No Code FormsConstructionRSVP tool for holidays
                          Free FormsTravel
                          Prefill FormsNon-Profit

                          Intake FormsLegal
                          Mobile App
                          Form DesignerHR
                          Mobile Forms
                          Card FormsFoodOffline Forms
                          Assign FormsPhotography
                          Mobile Forms Features
                          Translate FormsReal EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for FormsAlternativesSecurity & Compliance
                          Holiday FormsGoogle Forms alternative GDPR
                          Form to PDFJotform alternativeHIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag & drop form builder
                          WCAG



                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media


                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Types of Custom Fields

                                                                                                                In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields : You can edit, delete and hide some of Zoho ...
                                                                                                              • Working with Custom Fields

                                                                                                                In Zoho CRM, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined fields, but note ...
                                                                                                              • Tracking History of Picklist Values

                                                                                                                In every business it is very important to keep track of the updates so that you don't miss out any vital information. Say for example, in sales it's crucial to track the "deal stage" or "lead status" to get an idea of the entire progress or traversal ...
                                                                                                              • Troubleshooting Module Customization

                                                                                                                Troubleshooting Modules and Fields 1. Why does the editor go from top to bottom instead of left to right when I click the Tab key while creating or editing a record? The order depends on the Tab Order Preference set by the Admin for each particular ...
                                                                                                              • Customization

                                                                                                                Customizing buttons Zoho CRM lets you create custom-defined buttons that initiate actions you define to meet your business requirements. Custom buttons can only be created and accessed in the web application of Zoho CRM. Read more. To access custom ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources