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DealerTeam

Service Appointment Color Code Customization

Goal

Customize the Color Codes that appear on the Service Appointment Scheduler.

After reading this article you will be able to:

  • Navigate to the appointment color chart
  • Add a new color code

 

Step One: Navigate to the Appointment Color Chart

  1. From Setup enter Custom Settings in the quick find area.
  2. Click Custom Settings.
  3. Click  FixedOperationSettings.

1 Service Appointment Color Code Customization- navi.png

 

  1. Click Manage.

2 Service Appointment Color Code Customization- Manage btn.png

 

  1. Click Edit.

4 Service Appointment Color Code Customization- edit btn.png

 

Value Format

A Color Code is formatted as such:

"<Service Type>":"<Hexadecimal Code>"

All values are surrounded by brackets while each value is separated by commas. 

3 Service Appointment Color Code Customization- Value fromat.png

 

Note: Do not use the # sign when entering the Hexadecimal Code.

 

Step Two: Add a New Color Code

  1. Enter the new <Value Format>(s) in the Appointment Color Chart field.
  2. After all values are added click Save.

5 Service Appointment Color Code Customization- apppt color chart.png

 

Scheduler

The new Color Code will be seen when adding a Service Appointment in the Scheduler.

6 Service Appointment Color Code Customization- scheduler.png