The last requirement for the view is to display all Owners in green. This makes them easier to identify. This kind of formatting is especially useful for say customers who might be bad payers or are “on-hold”, in which case they might be displayed in red.

1.         From the View Summary page, click on Automatic Formatting…. Click on Add and enter the name Owners.

2.         Click on Font, and set the font colour to green:

3.         Click OK to close the Font window and return to the Automatic Formatting window. Then click on Condition, and switch to the Advanced tab. Setting the condition for displaying contacts in a certain font is similar to the way you set up a filter earlier in the exercise.

4.         Select Job Title by clicking on the Field button and selecting Job Title from the Frequently-used fields list. Enter “Owner” in the Value field, and click Add to List.

5.         Click OK to close the Automatic Formatting window and return to the View Summary/Customize View screen.

6.         Click OK again to return to the Define Views/Custom View Organiser window.