Labels

Introduction 
 The Labels section of settings is where label are created and managed and can be assigned for various purposes. A label can be attached to a Customer, Location, Employee and Service Visits to provide additional information. Examples are labels used to identify a type of customer, the type of property the loaction is, what job an employee is performing or service visits to identify ugency and type of service being performed. To reach the Labels section, click on the dropdown next to admin, click opn settings, then click on Labels. Clicking on the 3 bars on the top left corner of the page will expand the side menu for easier access. Upon landing on the Labels page, there will be 4 tabs that can be selected for creating labels 
 Labels 
 When arriving on the Labels page, There will be 4 tabs to identify what the label is being created for 
 
 Customer 
 Location 
 Employee 
 Service Visits 
 
 Each tab will show each label as a line item with the following columns 
 
 
 Name - Shows the label of the name 
 
 
 Type - Shows the type of the Label (Types can be created for Customer, Location and Employee, but not for Service Visits 
 
 
 Status - The status of the label, Active or Inactive 
 
 
 Actions - Actions that can be taken on the label 
 
 Edit - Click here to edit a label 
 Status - Clicking here will toggle the label between Active or Inactive 
 Trash - Clicking here will delete the Label 
 
 
 
 Creating Labels 
 Creating Labels is simple and is done the same way for all categories with the exception of types under Service Visits. To creat a label 
 
 
 Select a tab to add a label to that category 
 
 
 Click on the Add Label button to bring up the Add Label popup 
 
 
 Add the name of the Label 
 
 
 Add the type of label 
 
 
 The type of label can be added simply by typing out what the type should be named and creating the label. Now that type will generate as part of the dropdown for types going forward. This can only be done for Customer, Location and Employee 
 
 
 Service visits only has 4 types to select from, each with it's own color attached for urgency 
 
 Other - Blue 
 Equipment - Purple 
 Action - Green 
 Problem - Red 
 
 
 
 
 
 Click Create to generate a label for the category 
 
 
 Once labels are created, they can be attached to the category the were created for 
 
 Customer - Can be attached on the Customer Overview page, a detailed look on how can be seen on the Customer Account page 
 Location - Can be attached on the Manage locations page, A detailed look on how can be seen on the Manage Location Settings page 
 Employee - Can be attached on the Employee Management page, a detailed look on how can be seen on the Employee Management page 
 Service Visits - Can be attached on the Customer Service Page 
 
 In order to attach a label to any of the mentioned categories, the label must be created on the settings page first. 
 Editing Labels 
 Editing Labels is simple and is done by clicking on the Edit button under the actions section of a created label. After clicking on edit, the Edit Label menu will popup and any edits can be made to the label. Once completed, clicking on the Update Label button will update the label with the new information and clicking on cancel will close out the popup and erase any changed made on the label.