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.
Create and manage entity badges in the Badges tab on the Entity Codes page.
The badge icons in the Admin Console appear differently in the Application Foundation Layers (AFL) UI.
The default entity badges are:
Badge icons as displayed in Admin console | AFL UI badge icons | Name | Description |
---|---|---|---|
Locked by Business Process | Not applicable to v9.x | ||
Has Late Touch | Indicates tardiness with respect to making contact with a client | ||
Has Related Business Process | Not applicable to v9.x | ||
Has Opportunity | Has associated parent opportunity or product opportunity | ||
Open Service Requests | Indicates open service requests for an entity | ||
Tier A | Entity to receive top-level service | ||
Tier B | Entity to receive mid-level service | ||
Tier C | Minimal service requirement | ||
Has Campaign | Not applicable to v9.x |
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 Upor 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.