How can I add labels against customer phone/mobile numbers?

How can I add labels against customer phone/mobile numbers?

We’ve added the option to attach labels to customer Phone and Mobile numbers so your staff can instantly tell which number belongs to whom (for example: Personal, Office, Wife, Husband). Labels can be added while creating or editing a customer, displayed across the app (POS, Tickets, Customer lists), and, if desired, printed on receipts or emails using the new macros. This enables faster customer contact, reduces errors, and helps staff select the correct number for each use case.

Video Guide:


Add a label from the "Add Customer" pop-up

  1. Open the Add Customer pop-up (available throughout the app in Customers, POS, Tickets, etc.).
  2. Enter the customer details and add the phone or mobile number in the appropriate field.
  3. Next to the phone or mobile field you’ll see an Add Label chip or an existing label chip. Click it.
  4. Choose a label from the dropdown (default options: Personal, Home, Office) or type a custom label and press Enter to create it.
    • Max length for a label: 15 characters
    • If you do nothing, the default label for a newly added number is Personal
  5. To set which number is the customer’s main contact, use the Primary label (the Primary indicator is now a label, not a checkbox).
  6. Click Save to store the customer and their labeled numbers.
Notes:
  1. Labels are optional. Leaving a label empty shows the Add Label chip so staff can add it later.
  2. For existing customers, labels are empty by default. You can add them by editing the customer.

FAQs

Where else can I add or edit labels besides the Add Customer pop-up?
You can add or edit labels on the Customer Details or Edit Customer page and from any place that opens the Add Customer pop-up (POS customer selector, New Ticket customer selection, etc.).
Where are the labels shown in the app?

Once added, labels appear as tags next to numbers on:

  • Customer Details and Edit screens
  • Add Customer pop-up
  • POS customer info (open and closed states)
  • New Ticket UI (under customer info)
  • Listing pages (Manage Customers, Manage Tickets, Manage Assets)
  • Customer Facing Display (shown in brackets next to the number, for example +923211234567 (Self))
How do I print labels on receipts or include them in emails?

Labels are not printed by default. To include them, update your templates to use the new macros:

  • {{customer_phone_with_label}}
  • {{customer_mobile_with_label}}

These macros show the number with the label in brackets (example: +923211234567 (Personal)). You can use these macros in Invoice, Service Receipt, Estimate (A4 & Thermal) and email templates.

Can I change the default label names (for example, “Personal” → “Self”)?
Yes. All default label names are editable through the Language Editor.
Can I create custom labels?
Yes. Just type any custom label in the dropdown. Custom labels have a maximum of 15 characters.
Are labels required/mandatory?
No. Labels are optional. If a label is empty, the UI shows an Add Label chip to make adding one quick.
What happens with existing customers?
For merchants who already have customers, labels will be empty by default. You can add labels by editing the customer or via the Add Customer pop-up the next time you update their record.
How is the Primary phone shown now?
The Primary phone indicator was changed from a checkbox icon to a visible Primary label on the Add Customer pop-up and Edit Customer page.