Ability to add tags to customer accounts
The ability to add custom tags to customer accounts. For example, the ability to add the tag "Customer" or "Installer" to different accounts, allowing techs and admins to run reports and filter the customer module based on tag types.
13
votes
JOSEPH JONES
shared this idea
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Laura
commented
I Use the custom fields for the customer to do this. I create a drop down list and add in a logo to each one so that the logo will always appear by the name. Then in the customers tab you can create a search of the custom fields for this. I use this option to easily see if a customer has bad debt, or if the customer is deceased, etc.
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Mike Brunell
commented
This would help accounting tremendously as it would make finding the info for ad reporting much easier and quicker. Great Idea!
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JOSEPH JONES
commented
Or Custom Customer Categories