Configuring entity badges
An entity badge is an icon that visually indicates information about a contact in the contact's profile banner. For example, the Has Opportunity badge indicates that the contact has an associated opportunity, and the VIP badge indicates that the contact is an important client.
Create and manage entity badges in the Badges tab on the Entity Codes page.
Adding entity badges
Add entity badges to create a visual representation of details and properties for contacts. Entity badges display in the contact banner of a contact's profile in the Contacts workspace.
To specify conditions for entity badges, knowledge of the Scheme programming language and the EntityBadge
class is required.
To add an entity badge:
The new entity badge is created. If Active is selected, the badge now displays on contact profiles.
Rearranging entity badges
Rearrange entity badges to change the order in which they display in the list in the Dashboard Badges zone.
To rearrange entity badges:
- Navigate to the Entity Codes page.
- In the Badges tab, select the badge to rearrange, then click the Up or Down buttons to move the badge up or down in the list.
The badges are rearranged.
Editing entity badges
Edit entity badges to change badge properties such as the icon, tooltip text, and expression.
To specify conditions for entity badges, knowledge of the Scheme programming language and the EntityBadge
class is required.
To edit an entity badge:
The entity badge is edited. If Active is selected, the modified badge now displays on entity profiles.
Deleting entity badges
Delete entity badges when you no longer need them.
To delete an entity badge:
- Navigate to the Entity Codes page.
- In the Badges tab, click the Action button for the badge you want to delete, and click the Delete button .
The entity badge is deleted and no longer displays on applicable contact profiles.