Administration

Design

Enabling Highlight Rules

Use Highlight Rules against any “Date” or “Numeric” fields. Highlight rules can be useful to emphasise records based on a rule – for instance to quickly identify all records where a date has passed.

Setup Highlight Rule

From the Settings area open Screen Design. Select any Date or Numeric field and configure the field.  Our web clip below takes you through the steps in detail to help you setup and view the results of your Highlight rules.

Tip

Tip: Use Highlight Rules for lists that you “Pin” to either a Homepage or Menu which you can use in your meetings.


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