Labels are used to define new service order availability alongside tariff plans. You can filter customers by labels and decide which services will be available for ordering on the Customer portal depending on the customer's label(-s) and how that match that of the tariff plans. Starting with Splynx v 4.2, labels can also be used for tickets to simplify their filtering and processing.
Labels can be created and configured in Config → System → Labels:
Currently, labels are available for the Customers and Tickets modules.
To add a new label, click on the
Add label button:
In the resulting window, type in the Title of the new label and the hex code of its colour in the Color field.
To choose a default colour, first, click on Show default colours and then on the colour you wish to be added automatically. Or you can open the palette and pick up a colour from it.
Once this is done, click on
You can edit or delete labels using the action icons.
After the label has been created, it can be added to a customer in the Information tab in the Additional information section:
You can add multiple labels:
The added labels will be also shown under the Labels column in the customers' list:
You can apply a mass action for labels to manage them easily: select customers from the list, click on the
Actions button and then on
Labels in the drop-down menu:
Once this is done, labels can be added or removed for selected customers:
To add a label to tickets, select the Tickets module, and then click the
Add label button:
You can add available labels to a ticket, and you can add more than one label to the same ticket:
When labels are added, you can filter tickets by their labels:
With the help of labels, you can control the availability of services for ordering on the Customer portal.
Just indicate a label(-s) in the Customer labels field under the Availability for ordering new products on the customer portal section when creating/editing a tariff plan (Internet, Voice, Recurring or Bundle).
Then this tariff plan will be available for ordering on the Customer portal only for customers with the corresponding label(-s).
You can learn more about product ordering in Order new products