Customer Labels 2.0

Labels are tags used to track customer statuses. You can create and assign labels to any customer or dependent profile when using Customer Page 2.0. These can make it easier to sort different customer types and manage a sort of membership program.

Creating Customer Labels

Labels must be created from a customer's profile page. Open up the customer page you want to apply the label to, and scroll down on the left menu.

Existing labels can be applied to a customer by clicking "Add Label". When creating a new label, you'll want to click on the three dots and then "Manage Labels". This will pull up a side menu with two options: "Create Label" and "Manage Labels".

When creating a label, you'll need to give it a name and a color. You can select a default color or create a custom one. These will be used as identifiers for the labels. Once you create your label, be sure to click "Add Label" to apply it. Labeled customers appear in searches when the label filter is applied, making it easy to gather a list of these users.

You cannot apply a label to an organization; only customers and dependents can receive labels! 

From the "Manage Labels" menu, you can edit the name or color of a label, as well as remove it if needed. Removing a label will automatically remove it from all labeled customers.