How to Highlight a Client
Issue
Need to create and use highlights for clients.
Solution
Follow the steps below to personalize and use your own highlights:
- Go to Administration >> Highlights and click New Highlight
- Enter the Description, click Set to select the colour
- Click Save
- Click on or to edit or delete the highlights as needed
- Select a client and click on to open the Client Details window
- Check Highlight Client when Selected?
- Select the Highlight from the drop down list
- Click Save