Labels and Custom Properties
Intuitively organize chats, contacts and tickets with labels and custom properties
Overview
Use labels and custom properties to categorise and manage chats and groups, contacts and tickets.
Chat Labels
Navigate to Chat or Chat List and select a particular chat. Add as many labels as you would like by clicking on the add label button on the right hand side of the selected chat. Labels can also be added from Settings > Labels
Contact Labels
Navigate to Contacts and select a particular contact. Add as many labels as you would like by clicking on the add label button on the right hand side of the selected contact. Labels can also be added from Settings > Labels
Ticket Labels
Navigate to Tickets and select a particular ticket. Add as many labels as you would like by clicking on the add label button on the right hand side of the selected ticket. Labels can also be added from Settings > Labels
Managing Labels
You can view and edit all existing labels by navigating to settings > labels . Simply click on a label to either edit or delete a label
Creating a custom property
You can create a custom property for any chat by clicking on the “add new custom property” button on the right hand panel of the chat or ticket or from settings > custom properties. You can add as many custom properties as you would like. Please note that once a custom property is created, it will show up for all chats.
Types of custom properties
Dropdown properties allow you to create and pick from pre defined lists e.g., deal status, account size etc
IMP - If you change the value of a dropdown item, it will reflect in all stored values. The order of the dropdown values (once entered) MUST NOT be changed. If this changes, the dropdown values will show the index of the new value
Text properties allow you to store any text value e.g., notes, invoice numbers etc
Date properties allow you to store any date value e.g., invoice dates, delivery dates etc
Managing custom properties
You can view and edit all existing labels by navigating to settings > custom propoerties . Simply click on a custom property to either edit or delete the same
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