New Feature! We are excited to introduce our newest feature, fully customisable Customer Labels, designed to increase the manageability and visibility of customer accounts for better organisation and analysis. Customer Labels feature
Enhanced Visibility: Users can now apply customisable labels to customer accounts. These labels are prominently displayed above the customer’s name on all screens, ensuring easy identification at a glance. To help keep things clear, hovering over a label will show a tooltip with the full label name. Customer Labels Visibility Customer Labels - Tool tip
Advanced Filtering: Searching for customers has never been easier. With Customer Labels, users can filter their customer lists based on the labels assigned. This feature streamlines the process of grouping and finding customers according to specific criteria or attributes.
CSV Export Integration: The labels are now included in the CSV export of the customer list. This addition ensures that customer segmentation can be carried over seamlessly when importing your customer list into marketing platforms such as Mailchimp, enhancing your marketing efforts through targeted campaigns.
Reporting Tools Upgrade: Customer Labels have been integrated across various reporting screens. Users can gain deeper insights and perform granular analysis on customer quoting, job turnover, and job summaries, all with the added dimension of label-based segmentation.
Dynamic Use Cases: The new tagging system is dynamic, allowing for a variety of applications. For instance, users can tag new customers who require initial contact and remove the tag once the engagement is complete, ensuring no customer is overlooked.
Endless Possibilities: The Customer Labels feature opens the door to numerous possibilities for managing customer interactions and analysing data. We look forward to seeing how our users will leverage this new tool to optimise their customer engagement strategies.
We believe this feature will empower our users to categorise and analyse their customer base in more meaningful ways. Try out Customer Labels today and take your customer management to the next level!
New Improvements:
- Reduce icon size on hardware and assembly options to better utilise screen space
- Restore special type for the drawer faces toggle
