Consistent custom field colors and bold text across Contacts, Smart Lists and Opportunities
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N.Dursun Özkanlı
We use Esinix (HighLevel) and request native, persistent formatting controls for the following CRM views:
- Contacts > Smart Lists: allow the Opportunities column labels/text to use configurable colors by opportunity status or stage, instead of appearing uniformly grey. Existing custom-field value colors should remain consistent across views.
- Interested Treatment custom field: allow a distinct configurable color for each treatment option, and display its text in bold in the contact record, Smart List, opportunity card and opportunity edit window. Where opportunity treatment is populated from a contact field, apply the same color mapping automatically. Formatting must not change the stored treatment value.
- Opportunity card automation: expand beyond the eight preset card colors, with custom colors or a larger palette, so different treatment categories can be distinguished without merging their names.
- Contact and opportunity detail forms: provide native controls for field-label/value text color and bold formatting to highlight important fields. Persist these settings after refresh and across sessions.
Please provide readable contrast and retain text labels so meaning does not depend on color alone. These are presentation requests; existing patient/contact data and workflows must be preserved. No patient information is included in this feedback.
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S
Sachin Karma - SALES
Hey N.Dursun,
While we wait on native formatting controls from HighLevel, I can build you a workaround layer that gives you color-coded, bolded views across Smart Lists, opportunity cards, and contact records today. You'll get the visual distinction you need without disrupting stored data or workflows.
Here's the approach:
Custom field color-mapping logic via workflow + tag combinations for treatment categories
Opportunity card color-override script expanding beyond the native 8-color limit
Bolded/highlighted label rendering through CSS injection on sub-account custom menu
Smart List view presets per stage with persistent color schemes across sessions
Readable contrast + preserved text labels so meaning never depends on color alone