Adding and removing customer labels

This guide details the process of adding and removing labels from customers within Mesh. Each label has a unique label identifier, which can be found in the Labels table within the Settings area.

To add and remove customer labels in the UI, follow these steps:

1. Open a Customer
2. On the left-hand side of the customer profile, locate the "Customer Labels" heading.
   1. Note: This section will only be visible if at least one label has been created within Mesh. If no labels have been created, please consult the "Creating Labels" guide.
3. Click the pencil icon.
4. Select labels to add or remove from the dropdown list.
5. Click Save.

To add labels when creating customers through the file uploader:

1. Get the relevant label ids from the labels section of Mesh.
2. Paste each label id into a new column in the file on the same row as the customer you want that label applied to. See the template file or this guide for how to format the column headings.

The customer view will update to reflect the newly assigned labels and the audit log will record all label modifications, including:

• • The specific labels that were added or removed.
  • The user who performed the action.
  • The precise timestamp of the action.