Conditional Formatting / Color Coding
Use color gradients on the Keep In Touch screen to show when last spoke to people based on the category they are in. For instance, if someone is in the "Meet every 3 months" category, and haven't spoken to for 2 months and 20 days, they might be a dark color vs someone that is in that category that has been spoken to in the past week could be a ligher color.
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Comments2
Feb 18, 2025
Mark
May 10, 2021
I like this! Great way to make it more visual.