CRM Card Highlighting

What this solution does

The module enables color highlighting of CRM entity cards — leads, contacts, deals, companies, and smart processes — across all available views: list, pipelines (Kanban), tasks, and calendar.

Figure 1 shows an example of deal cards with highlighting in the Kanban view.

Figure 2 shows an example of deal cards with highlighting displayed in the Calendar view.

Fig. 3. Example of highlighted deal cards in the "List" view.

Starting with version 1.2, it is possible to highlight smart process cards outside the CRM section, including Bitrix24 workspaces. Since version 1.3, fields of the "List" and "String" types can be used to store data for CRM card highlighting colors.

Highlighting CRM cards using a "String" field

To highlight a CRM card, write the highlight color code into the corresponding "String" field of the CRM entity instance. Only cards containing values in HEX format or color names (e.g., yellow, green, cyan, lightsalmon) will be highlighted.

The highlight color changes after the page is refreshed. In the "List" view, it is possible to change the highlight color for multiple deals at once using the "Specify highlight color" menu item in the bulk actions, which opens a field for entering a HEX color code. To change the highlight color for multiple deals, perform the following steps:

Select the checkboxes for the fields in the cards whose highlight color needs to be changed. Click the 'Select Actions' button as shown in Figure 3. In the batch actions menu, choose the 'Set Highlight Color' item. A field for entering the color code will appear, as shown in the image below.

Fig. 4. Example of the 'Highlight Color Code' field display

Click the 'Highlight Color Code' field to open the 'Highlight Color' dialog box.

Select the desired color and click the 'Apply' button. The selected cards will be highlighted in the chosen color.

CRM card highlighting via a 'List' type field

To visually highlight CRM deal cards, enter a highlight color code value into the corresponding 'List' type field. Only cards containing a valid list value in this field will be highlighted.

The 'List' view supports changing the highlight color for multiple deals simultaneously. A new menu item, 'Set Highlight Color', has been added to the batch actions menu. Selecting this item opens a field to choose a color code from the available list elements.

Procedure to change the color for multiple records:

1. Check the boxes for the cards whose color needs to be changed.

2. Click the 'Select Actions' button.

3. In the batch actions menu, choose 'Set Highlight Color'. A field for entering the color code will appear.

Fig. 6 — Example of the 'Highlight Color Code' field display.

To set the color, click the 'Highlight Color Code' field. The 'Highlight Color' dialog box will open.

Select the required color.

Click the 'Apply' button. The selected cards will be highlighted with the chosen color.

The 'CRM Card Highlighting' module by developer lion enables visual highlighting of deals in the interface. The 'Write Color Code' activity is available for creating business process templates. It allows selecting a specific highlight color and returns the chosen color code in additional results, eliminating the need to search for color codes on external resources. When a business process containing this activity runs, the color code is automatically published to the CRM entity instance log.

For “CRM Card Highlighting”, General iT can perform integration, configuration and a final check after installation.