How to change the color of your call types

You may wish to change the color of your call types in order to highlight or distinguish between particular call types more easily. Please Note: This guide is for Power Users only.

Desktop

Download a PDF version

 

Step 1: Click Control Panel

From the black navigation bar at the top of the screen, click CONTROL PANEL.

How to change the color of call types - MyCalls 1

 

Step 2: Click MyCalls

Click on the MyCalls tab, on the far right.

How to change the color of call types - MyCalls 2-01

 

Step 3: Pick a call type and color

You will now see a list of call types.

Click on the square on the right hand side of the call type which colour you want to change to open up a color palette.

Next, select the new color to update too.

Please note: If you can't see the call type you want to edit, you may need to add or edit it, to discover how to do this visit:

https://support.sales-i.com/how-to-add-or-edit-a-call-type

How to change the color of call types - MyCalls 3-01

 

Step 4: Click Update

Once you have picked a color, click the green Update button.

How to change the color of call types - MyCalls 4-01

Step 5: Click OK

You will now see a message telling you that your MyCalls configuration updated successfully and that you will need to click Refresh in MyCalls to see these changes.

Click OK.

How to change the color of call types - MyCalls 5-01

 

Step 6: Great Success!

When you next refresh or reopen the MyCalls page on desktop or on mobile, you will have noticed your call type colors will have updated as requested.

How to change the color of call types - MyCalls 6-01

 

 

Need additional help?

Drop us an email regarding your query to support@sales-i.com and we'll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.