Client labels allow you to further segment your client data, to keep it organized and easier to manage. Some client labels in the system are managed automatically by the system’s core functionalities.
Open the administration interface
The administration interface may not be available to all users. Certain users may also have restricted access to only certain features. If the below steps are not applicable to you, please consult your administrator.
Click on the ⚙️Admin button in the main menu.
In the Clients section, click Labels.
Creating a client label
Click on the ➕New button and choose a name as well as a color.
Updating a client label
Using your mouse, hover above the entry you wish to update and click on it.
Deleting a client label
Using your mouse, hover above the entry you wish to delete and click on the red 🗑️ button.
Note: Client labels managed by the system cannot be deleted or renamed.