Labels are internal tags you add to a client to classify them however your business works: how they pay (debit order, EFT), how they are billed (prepaid, postpaid), a region, a sales rep. A client can carry several labels at once, so the two axes above do not compete. Clients never see labels.
Adding labels to a client
- 1
Open the client
Go to Clients and click the client. Next to the client name at the top of the page you will see a Labels button, or a tag icon if the client already has labels. - 2
Add or remove labels
Type a label and press Enter to add it, or pick one of the labels you already use from the suggestions. Click the × on a chip to remove it, then Save. You can also set labels on the add and edit client forms.
Filtering the client list
Once at least one client has a label, a Labels filter appears above the client list next to the search box. Tick one or more labels to show only the clients carrying any of them. Searching also matches label names. The Labels column shows each client's tags.
Exporting and sending statements to a labelled group
With a label filter active, open the ⋯ menu at the top right of the client list:
- Export filtered clients (CSV) downloads the clients currently shown, including a Labels column.
- Send statements to filtered clients emails every client shown their full statement, one at a time, with a progress bar. Clients without an email address are skipped and listed, and any failures are listed at the end so you can fix them and retry.
This is how a monthly debit-order run works: filter to debit-order, export the list for your bank, and send statements to the same group.
Reports
The Outstanding, Revenue and Client Revenue reports have the same Labels filter, so you can see what a labelled group owes or has paid. Their CSV exports include a Client Labels column.
Importing labels from a spreadsheet
The client CSV import accepts a labels column with labels separated by | or ;, for example debit-order|postpaid. The preview shows them before you import.
Limits
A client can carry up to 10 labels of 40 characters each. Labels are matched case-insensitively, so "EFT" and "eft" are the same label. When you merge two clients the surviving client keeps both clients' labels.