How do I change the color theme for the Templates?

• Related Articles

• How do I assign a color to a User?

  To assign a color to a User, go to the Menu and select Employees and pick the User you wish to assign a color. Go to Edit mode, which is by clicking on the pencil icon on the top right. Right below the photo, there should be Show on Calendar option ...

• How to set Opportunity each stage of a custom theme for general view list of records?

  To set Opportunity Stage of a custom theme for general view list of records, go to the Settings and choose Custom. Enter Edit mode by clicking the pencil icon on the right and go to the Opportunity Status and start changing the color of the statuses. ...

• How do I change Status labels and their colors in the card view of certain Features?

  To change Status Labels and their colors in the card view of modules, go to the respective module, and for this illustration, choose Estimates from the Menu. Once here, on the top right, click the gear icon to enter the Settings page of Estimates. ...

• How do I change specific field names when I generate the Bill in PDF format?

  To change specific field names when a Bill is generated as a PDF, go to Menu and select Settings. Under Settings, choose templates and from the drop down on the top right, select Bills. Here select the template you wish to edit and then click the ...

• How do I assign the Status Color for my Inspections?

  To assign Status Colors for your Inspection, go to the Menu, select Settings and then go to Custom in Settings. Enter Edit mode and then find Inspections and start changing the color for the statuses that are present there.