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Highlight Cells

Using Conditional Formatting in eWay-CRM.

Conditional formatting in eWay-CRM enables you to highlight cells with a certain color, depending on the cell’s value.

You can use it everywhere – to highlight all leads overdue, projects with price lower than the estimated one, contacts with activity older than 6 months, important companies, etc. There are no limits to your imagination.

To highlight cells that are greater than a value, execute the following steps.

  1. Right click a column, for example, Estimated Revenue.
  2. Estimated Revenue Column

     

  3. Select Conditional Formatting> Highlight Cells Rules> Greater Than…
  4. Set Conditional Formatting

     

  5. Enter the value (for example, 1000) and select a formatting style.
  6. Set Conditional Formatting

     
    Optionally, you can apply the formatting to the entire row.
     

  7. Click OK.

As a result, eWay-CRM will highlight the cells that are greater than 1000.

Conditional Formatting Example

Or entire rows that contain cells that are greater than 1000.

Conditional Formatting Example

Note: you can also highlight cells that are less than a value, between a low and high value, etc.

To clear a conditional formatting rule, right click a column and select Conditional Formatting > Clear Rules > Clear Rules from This Column or Clear Rules from All Columns.

Delete Conditional Formatting

Do you have questions? Our consultants have answers.

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