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Color-coding for Brands

Learn how to color-code brands for quick record ownership identification

Annabella avatar
Written by Annabella
Updated over a week ago

There is a visual way for you to quickly see which brand records belong to you with color-coding.

For every brand you set up, tag it with a color. Go to Groups, Tags, & Locations and choose a brand or create a new one!

This will show up on the records like so:

You can also add it as a column to view it in the ATS, CRM & also in Advanced Search results.

“Will Vincere auto-tag brands as new records are created?”

Yes. Vincere will tag a user’s primary brand as default during the creation of the record. However, you can easily edit them before it’s created.

Important notes:

  1. Only the primary brand is tagged even if you are assigned to more than one brand.

  2. Primary brand is assigned per user in User Settings.

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