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Last updated: 2025-09-19


SmartOffice Color Codes


Various text and background colors are used throughout the program as visual indicators of record type, status, etc. The meaning of some colors is dependent on the area of the program or module that is being used.


ModuleLocationColorExplanationExample
Core SystemSystem-wideBlue FontHyperlinks appear in blue
Black FontDefault text appears in black
Image from beige21.gifSelected records are highlighted in a light blue.
Image from babyblue2.gifRecords located in other offices are highlighted in a blue-purple color. This includes records located in the System office, resource office or another office in an enterprise office hierarchy. It does not include records shared from another office using the record sharing feature (see below).
Image from creamy1.gifPrivate records are highlighted in a pale yellow.
Image from lightgreen.gifRecords shared by a user in another office using the record sharing feature are highlighted in a light green.
Red FontDates appear in red in the following contexts: Date of birth (PERSONAL\_DOB) falls between the previous 5 days and next 10 days Review date (CONTACT\_ReviewDate) has passed or falls within the next 20 days Policy renewal date (POLICY\_RenewalDate) falls within the next 30 days.   Policy expiration date (POLICY\_ExpDate) falls within the next 30 days Carrier expiration date (VENDOR\_Expiration) falls within the next 30 days Driver license expiration date (PERSONAL\_DriverLicExp) falls within the next 30 days Insurance product expiration date (INSPRODUCT\_Expiration) falls within the next 30 days Rider expiration date (RIDER\_Expiration) falls within the next 30 days Errors and omissions record expiration date (EOSTATUS\_ExpDate) falls within the next 30 days Commission banding expiration date (COMMBANDING\_EXPDATE)  falls within the next 30 days Advisor contract expiration date (ADVCONTRACT\_EXPDATE) falls within the next 30 days Pending case requirement follow-up date (REQUIREMENTS\_FollowUpDate) has passed Advisor request due date (AGENTREQS\_DueDate) has passed Bank account maturity date (BANKACCT\_MaturityDate) falls within the next 20 days Notes receivable maturity date (NOTESRECEIVABLE\_MaturityDate) falls within the next 30 days Investment position maturity date (POSITION\_MaturityDate) falls within the next 30 days
ContactsContact ListImage from pinkish.gifDeceased contacts are highlighted in a light red.
Business Employee Census Content LinkImage from lghtgrey.gifEmployee census records (i.e., records that appear only in the employee census and are not full SmartOffice contact records) are highlighted in pink.
Activities/CalendarCalendar Day and Calendar WeekVariousThe border color of a timed activity indicates its type. Appointment – Mustard Call – Blue To Do – Green Project – Black Personal – Grey Meeting – MaroonImage from multipic.gif
All Calendar ViewsBlack FontActivities with a black font color have a Normal or Low priority.Image from bluesmpl.gif
All Calendar ViewsRed FontActivities with a red font color have a High priority.Image from redsmpl.gif
Advisor/AgencyAdvisor ListImage from pinkish.gifAdvisors whose status is Inactive are highlighted in a light red.
Policy/Pending CasePolicy ListImage from babblu.gifGroup certificates appear in a pale blue color.
SmartInvestmentsAccount Asset Allocation content linkRed FontOut-of-balance asset classes appear in a red font.
Transactions content linkImage from tannish.gifThe most recent transaction posted is highlighted in beige.
SmartLeadsLeads ListRed FontIn the Time Until Revoke column, "Revocable" displays in red for any lead that is revocable by the Leads Coordinator.
Image from red.pngWhen a lead's priority is A, the value in the Priority column appears highlighted in red.
Image from orange.pngWhen a lead's priority is B, the value in the Priority column appears highlighted in orange.
Image from paleyellow.pngWhen a lead's priority is C, the value in the Priority column appears highlighted in pale yellow.
Image from lightgreen.pngWhen a lead's priority is D, the value in the Priority column appears highlighted in green.
Image from lightblue.pngWhen a lead's priority is E, the value in the Priority column appears highlighted in blue.
SmartOpportunitiesOpportunities ListImage from red.pngWhen an opportunity's priority is A, the value in the Priority column appears highlighted in red.
Image from orange.pngWhen an opportunity's priority is B, the value in the Priority column appears highlighted in orange.
Image from paleyellow.pngWhen an opportunity's priority is C, the value in the Priority column appears highlighted in pale yellow.
Image from lightgreen.pngWhen an opportunity's priority is D, the value in the Priority column appears highlighted in green.
Image from lightblue.pngWhen an opportunity's priority is E, the value in the Priority column appears highlighted in blue.