Visma eEkonomi Pro
Customer labels
Labels are used to manually tag customers in order to group them. This means that you can choose an entire group of customers instead of selecting them one by one.
Using labels for customers allows you to filter the Sales statistics printout and make a selection of which labels to include when exporting customer records. You can add several labels to the customer and that way analyse your sales in different ways. You can also filter the Customer lists showing only items tagged with the labels you are interested in.
- Select Settings to open the menu.
- Select Customer labels.
- Select New.
- Add Name and Description.
- Find the customers that you want to tag with the label by searching for or selecting the customers one by one.
- Select Add.
You can also tag customers when adding new or editing existing ones under Sales - Customers. However, the fastest way to add several customers to an existing label is to edit the label and add the customers according to step 5.
- Select Save.
To delete a customer label you select Edit on the label you want to remove. Then select Delete.
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