We're thrilled to announce the launch of enhanced customer label management directly within the Mesh user interface, starting March 2025.
This update provides you with greater control in organising and leveraging your customer data, streamlining your operational workflows and eliminating the need to request label creation from our Support team.
Key features:
- No-Code Label Creation and Renaming in Settings: Effortlessly create and rename custom labels through a dedicated settings section within Mesh. This allows for rapid adaptation to evolving business needs without code changes or help from Support.
- Directly Add and Remove Labels in the UI: Seamlessly add and remove custom labels directly on customers, facilitating real-time categorisation and segmentation.
- Comprehensive Customer Audit Trail: Track when labels are added and removed within the customer audit logs, ensuring transparency and accountability.
- Drive Case Workflows with Case Filters: Filter cases based on your custom labels, enabling precise targeting and prioritisation for analysts, thereby optimising operational workflows.
Release details:
- Go-live date: March, 2025.
- These updates are automatically available to all users within the Mesh UI.
For detailed instructions on creating labels, renaming labels, or adding labels to customers, please refer to the updated Mesh user guides which are accessible within the application's help section.
If you have any questions, please contact your Customer Success Manager or our Support team at support@complyadvantage.com.