Overview
You can add a label to a contact or contact method from Contact Hub or from any existing customer or location record.
Who uses this feature
Office employees
Applies to all business types
Applies to all trades
Feature configuration
This feature is currently in Early Access and is subject to change.
Account configuration is required to use this feature. To update your account, please contact your success or implementation manager. Fill out the form and share your feedback here.
Add a label to a contact
Add a label to a contact from Contact Hub
Open Contact Hub, then click the Active tab.
Search or filter for the contact you want to update.
Click the Name of the contact to open it.
Click Add labels.
From the dropdown, select or create a new label.
When finished, click Check
to save the label for the contact.
Add a label to a contact from a customer or location
Open the customer or location record, then click Edit
or View more from the Contacts section.On the All Contacts screen that opens, click the Name of the contact to open it.
Click Add labels.
From the dropdown, select or create a new label.
When finished, click Check
to save the label for the contact.
Add a label to a contact method
Add a label to a contact method from Contact Hub
Open Contact Hub, then click the Active tab.
Search or filter for the contact you want to update.
Click the Name of the contact to open it.
In the Contact Methods section, hover over and click Edit contact method
.From the Labels dropdown, select or create a new label.
When finished, click Check
to save the label for the contact method.
Add a label to a contact method from a customer or location
Open the customer or location record, then click Edit
or View more from the Contacts section.On the All Contacts screen that opens, click the Name of the contact to open it.
On the Contact Details drawer, hover over and click Edit contact method
.From the Labels dropdown, select or create a new label.
When finished, click Check
to save the label for the contact method.
Add a context label to a contact
Use context labels to associate contextual information with a contact. For example, a location manager can assign a contact as the Site Manager for a specific location, ensuring all updates related to that site are directed to the correct person.
Note: When associating a contact to a location, that context label shows up on all the associated locations.
To associate a context label to a contact:
Open the customer or location record, and from the Contacts section, click
.From the Associate Contact side panel, click Existing Contacts.
Search or select a contact from a table.
From the Add Labels to Contacts, select or create a label.
When finished, click Associate Contact.
