Overview

This article explains how to assign user defined tags against customers to help quickly identify certain attributes as well as to search and filter using these tags.

Note: Labels are assigned to Customers and not against Contracts

Using Customer Labels in the Contract Console

Select a Contract

Labels can be colour coded with an optional icon to help identify the customer:

Labels can have notes recorded – view notes by hovering over the information icon:

Click the Edit Button to assign/remove labels for the customer:

Click on a label in the top panel to assign it to the selected customer:

Click on the “X” to remove a label from the selected customer:

Record notes/comments against a label by clicking the edit button:

Using Labels in the Customer Master screen

Labels can also be viewed and assigned from the Customer Maintenance screen as shown:

Setting up Labels

Customer Labels are setup from the Navigator > Miscellaneous > Labels > System Labels menu as shown:

Field Name	Comments
Category	This is “CUS” for customer labels
Label Code	Used to identify each specific Customer Label – up to 6 characters
Caption	Text to be displayed on the Customer Label (up to 50 characters)
Font Name	Name of Font to be used for displaying the label caption – press F10 top display list of available fonts: Note: Can also select the Font Size from this dialog, but not the Font Style – this is achieved by other fields as described below.
Font Size	Size of the Font to be used for displaying the label caption

Foreground Colour	Colour of the text to be used for displaying the label caption. Press the F10 to popup the Colour Selection dialog: Click the Drop down arrow to display colour selector:
Background Colour	Select the Colour for displaying the Background for the Label – press F10 to display the colour selection dialog as described above.
Border Colour	Select the Colour for displaying a Border around the Label – press F10 to display the colour selection dialog as described above.
Icon Colour	Select the Colour for displaying an Icon on the left hand side of the label (see Icon Name below)
Icon Name	Name of Icon to be displayed on the left hand side of the label – press F10 to popup the Icon Selector dialog:
Underline?	Flag to indicate Label caption text to be displayed with Underline Font Style
Italic?	Flag to indicate Label caption text to be displayed with Italics Font Style
Bold?	Flag to indicate Label caption text to be displayed with Bold Font Style
Strikethrough?	Flag to indicate Label caption text to be displayed with Strikethrough Font Style
Active?	Indicates if this Label is Active and can be selected on Customers

Revision 1

13^th January 2021