# Color Coded Connection Roles

Users can configure colors for connection roles. Once a color is set, the corresponding connection node edges will display using the selected color, providing a clear visual distinction based on the configuration.

Here are the steps to configure connection role colors:\
\
1\. Click on the **Settings** Icon in the Map My Connections map interface.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FikFW4mZO2BnbzRu6Fqps%2Fmmr%20color%201.png?alt=media&#x26;token=c40c9123-7d85-4bf0-8c7f-f86de738120a" alt="Color Coded Connection Roles"><figcaption></figcaption></figure>

Note: The Settings Icon is visible only to users with the System Administrator or MapMyRelationship Administrator role. Only users with these roles can configure connection role colors.

2\.  After clicking the **Settings** icon, the configuration interface will appear.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FfUIjDkOY2hZKJ5mEeqoK%2Fmmr%20color%202.png?alt=media&#x26;token=f14b6db8-6a03-44b7-b96e-907c6cf5cc62" alt="Color Coded Connection Roles"><figcaption></figcaption></figure>

3. To create a new connection role color configuration, click on the **New** button.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fd5bP8OaoWFKHoM9zmkZw%2Fmmr%20color%203.png?alt=media&#x26;token=216dbd75-85b7-4732-98b7-fc0e5cac18d7" alt="Color Coded Connection Roles"><figcaption></figcaption></figure>

4. Clicking the New button will add a new row to the configuration list. In the new row, select the desired **Connection Role Category** from the dropdown menu. Based on the selected category, choose the appropriate **Connection Role** from the dropdown, which will display only the roles available under the selected category.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FI2I8QMYEvyAHOLQbJ07i%2Fmmr%20color%204.png?alt=media&#x26;token=2e0dd9c2-a602-4a75-9426-0dd403ada36e" alt="Color Coded Connection Roles"><figcaption></figcaption></figure>

5. Click on the **Color Box** to open the color picker.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F6r8hQtHyIwrRilP8pNjT%2Fmmr%20color%205.png?alt=media&#x26;token=a0819c08-0900-40b8-a702-0aa6e7722fc3" alt="Color Coded Connection Roles"><figcaption></figcaption></figure>

6. Once the color picker appears, select your desired color and click **Select**. \
   Note: You cannot choose a color that has already been assigned in another configuration.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F3sgJqQ1EAn7pDKT67npW%2Fmmr%20color%206.png?alt=media&#x26;token=a6dad87e-0445-45be-801b-f2d9f98f40e2" alt="Color Coded Connection Roles"><figcaption></figcaption></figure>

7. After configuring the connection role and its color, click the **Save** button to apply the changes.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FnaYKqqjsfpApmkiaUOs1%2Fmmr%20color%207.png?alt=media&#x26;token=c3636952-a8da-4bbf-9264-85c19070bfda" alt="Color Coded Connection Roles"><figcaption></figcaption></figure>

8. To edit an existing configuration, click on the **Edit** button, make the necessary changes, and click **Save**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F1fS29HTg8nsmzgM9Jzrt%2Fmmr%20color%208.png?alt=media&#x26;token=e25c96b8-7dbc-42ce-9787-794acf55144d" alt="Color Coded Connection Roles"><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FngiypeeU5mSnxLWSGYOp%2Fmmr%20color%209.png?alt=media&#x26;token=359e5507-f990-481f-a613-3c4b25d3649b" alt="Color Coded Connection Roles"><figcaption></figcaption></figure>

9. To delete a configuration, click on the **Delete** button.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FWcdPFXwAgv0YuU6eF6eW%2Fmmr%20color%2010.png?alt=media&#x26;token=363244c7-5088-49fd-b747-37370a604e2f" alt="Color Coded Connection Roles"><figcaption></figcaption></figure>

By following these steps, users can easily set colors for connection roles and enhance their Map My Connections visualization.

Color legends are shown inside connection relationship view based on the connection roles using which the records are connected to the main/primary entity record. This will help the users to easily identify the connection roles as illustrated in the below example:

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MTtxXY3W-ZDhecacH2U%2F-MTtxhMd2qNyeGmhnOZC%2FColor%20Leg_1.png?alt=media&#x26;token=a58e9e66-99a3-449f-aa40-63749f44e2a9" alt="Color Coded Connection Roles"><figcaption></figcaption></figure>

* A contact record **‘Abraham McCormick’** is connected to **‘4G Enabled Tablets’** opportunity through **‘Technical Sales Professional’** connection role
* An opportunity record **‘CDMA Phones’** is connected to **‘4G Enabled Tablets’** opportunity through **‘Account Manager’** connection role
* An account record **‘Southridge Video’** is connected to **‘4G Enabled Tablets’** opportunity through **‘Delivery Professional’** connection role
* An opportunity record **‘Smart Phones’** is connected to **‘4G Enabled Tablets’** opportunity through **‘Service Professional’** connection role

This connection role is also visible to user by hovering over the edges as shown below;

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MTtxXY3W-ZDhecacH2U%2F-MTtxn9S-OYnlyH50TJs%2FColor%20Leg_2.png?alt=media&#x26;token=8fe19317-d8a7-4214-a949-0c85c630d6a3" alt="Color Coded Connection Roles"><figcaption></figcaption></figure>

### Quick Records Open ( Hyperlink)

Map My Relationships also gives you the provision to navigate to the actual connection record (may it be of any entity) by clicking on the record hyperlink.

If you are standing on the connection grid and wants to quickly navigate to the actual connection record, then just click on the record hyperlink.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MTtxwrRXoFnXFlJTu8M%2F-MTty5YfQCvnCbd1WDTE%2FHyperlink_1.png?alt=media&#x26;token=3f01cdf2-eca6-408b-bed5-a0fe2517134c" alt="Color Coded Connection Roles"><figcaption></figcaption></figure>

You will be redirected to the actual contact record.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MTtxwrRXoFnXFlJTu8M%2F-MTtyBTAVeizOeKzbIwB%2FHyperlink_2.png?alt=media&#x26;token=f3c430da-ee30-4af2-ace4-72abb9dd200a" alt="Color Coded Connection Roles"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: Not only the connection record but also all the lookup type fields/columns are supported for this navigation.**
{% endhint %}

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}
