You can create a math function which will change the background of the contact details page based on the ID/Status field. This color change will occur automatically when the user navigates to a contact record. 

You can expand this math function onto the Contact, Company, Group or opportunity view and use any field such as Total is greater then $1,000 or status equals open.

Here are four screen shots based on the example below which uses the ID/Status field to drive the color rules.

Tech Note - Requires Impact Suite 5.0.3.4 or better released 10/15/2013

 

We need to create a math formula to use this pick list.

1. In Act! go to the TOOLS menu and select IMPACT SUITE
2. Go to the MATH tab on the left side
3. Click on the [Create Formula] button
4. Select your result field ( in the screen shot below its 'User 1' )
5. Then copy and paste this code into the formula area.
6. Click the SAVE button

NOTE - You may need to paste this code into Notepad.exe then copy from notepad into Impact
Some browsers copy formatting which can cause issues with the paste.

This code should be used when on the CONTACT table
'-------------------------------------------------------------------------------------------
' The code below is the formula for CONTACT. Copy down to and include the 'Return' line.
'-------------------------------------------------------------------------------------------
' Get the details panel
Dim PanelDetail as object = ACTAPPFunctions.FindControl("PanelDetail", HostApplication.CurrentView)

' We are not on the Contact Details Page
' return nothing
If PanelDetail is nothing
  Return Nothing
End if 

Select Case [TBL_CONTACT.ID/STATUS]
Case "Competitor"
   'Red
   PanelDetail.BackColor = Color.FromArgb(255,0,0)
Case "Consultant"
   'Light Green
   PanelDetail.BackColor = Color.LightGreen
Case "Contractor"
   'Grey
   PanelDetail.BackColor = Color.FromArgb(212,212,212)
Case "Customer"
   PanelDetail.BackColor = Color.FromArgb(212,212,255)
Case "Distributor"
  'Grey
   PanelDetail.BackColor = Color.FromArgb(212,212,212)
Case "Employee"
   'Light Green
   PanelDetail.BackColor = Color.LightGreen
Case "Family"
   'Light Green
   PanelDetail.BackColor = Color.LightGreen
Case "Friend"
   'Light Green
   PanelDetail.BackColor = Color.LightGreen
Case "Gate Keeper"
  ' Blue
   PanelDetail.BackColor = Color.Blue
Case "Influencer"
  ' Blue
   PanelDetail.BackColor = Color.Blue
Case "Investor"
  'Light Green
   PanelDetail.BackColor = Color.LightGreen
Case "Lead"
   'GREEN
   PanelDetail.BackColor = Color.FromArgb(0, 255, 0)
Case "Manufacturer"
   'Light Blue
   PanelDetail.BackColor = Color.FromArgb(0, 255, 255)
Case "Prospect"
   'Light Blue
   PanelDetail.BackColor = Color.FromArgb(0, 255, 255)
Case "Reseller"
   'Light Blue
   PanelDetail.BackColor = Color.FromArgb(0, 255, 255)
Case "Resource"
   'Light Blue
   PanelDetail.BackColor = Color.FromArgb(0, 255, 255)
Case "Retailer"
   'Light Blue
   PanelDetail.BackColor = Color.FromArgb(0, 255, 255)
Case "Supplier"
   'Light Blue
   PanelDetail.BackColor = Color.FromArgb(0, 255, 255)
Case "Vendor"
   'Light Blue
   PanelDetail.BackColor = Color.FromArgb(0, 255, 255)
Case "Wholesaler"
   'Light Blue
   PanelDetail.BackColor = Color.FromArgb(0, 255, 255)
Case ELse
   PanelDetail.BackColor = Color.White
End Select 


' Return Nothing so the 'result field' does not get updated.
Return Nothing

Contact color, company color, group color, opportunity color., change color


See also