By default, Customer Tags and Customer Groups can only be modified by users with Administrator or Owner User Permissions.
¶ Customer Tags
Powercode allows you to add any number of identifying Customer Tags to your Customer accounts.
¶ Custom Customer Tags Enable:
- Sending mass emails to Customers with specific Customer Tags
- Write/Request Custom Reports regarding Customers with specific Customer Tags
- Trigger Custom Alert Banners at the top of the Customer Overview for all Customers with specific Customer Tags
- Display all Customer Tags on the Customer Overview.
- Show each customer's tags in the Tags column of the Aged Receivable report (build 26.10.05 or later)
¶ Creating/Editing Customer Tags:
Navigate to Admin Mode > Accounts > Customer Tags 
Here you can add Customer Tags or edit and delete existing Customer Tags. To add a new Customer Tag enter the name of the Customer Tag in the New Tag field and click the Add button.
¶ Adding Customer Tags to Customer Accounts:
Navigate to the Customer account. Then click the Edit button next to the text Account Profile. 
Between Group and Account Type fields will be the option to enter Customer Tags. Scroll to the bottom of the screen and save any changes. Only Customer Tags currently present in the system will be available for assignment.
¶ Adding Customer Tags to Many Customers at Once:
Requires Powercode build 26.10.05 or later.
Three tools add tags to many customers at once:
| Tool | Use it when |
|---|---|
| Add Tags to Customers on Accounts > Customer Tags | You already have a list of customer IDs, for example in a spreadsheet. It only adds tags. See Adding Customer Tags from a CSV File below. |
| Bulk Tag Customers | You want to choose customers with a query or a saved custom report, preview them, then add or remove tags. |
| Customer Tags Report | You want to choose customers by the tags they already carry, for example to take a tag off everyone who has it. |
¶ Adding Customer Tags from a CSV File:
The Add Tags to Customers section at the bottom of Accounts > Customer Tags adds tags to customers from a CSV file. Each row names one customer and one tag, both by ID number.
- Create a .csv file with the customer ID in the first column and the tag ID in the second. Put one tag on each row. To give a customer two tags, use two rows.
- Go to Accounts > Customer Tags and drag the file onto the box that reads Drag & Drop here or click CSV file with: Customer ID, Tag ID, or click the box to choose the file. Only one .csv file can be added at a time.
- Click Submit. The tags are added straight away. There is no preview and no confirmation.
- The result appears below the box: a green summary, Imported a CSV list of tag accounts with N accounts successfully processed., and a red box listing any rows that were skipped.
An example file:
CustomerID,TagID
1042,3
1043,3
1043,7
| Column | What to put in it |
|---|---|
| First | The customer's ID number. |
| Second | The tag's ID number. Tag names are not accepted. |
Any further columns are ignored.
The header row is optional. Powercode only treats the first row as a header when its first cell is exactly CustomerID (capitalization does not matter, but there is no space). Any other header, such as Customer ID, is read as a customer and appears in the results as a harmless Customer (#Customer ID) not found line.
Finding tag IDs. Tag IDs are not shown on the Customer Tags page. To list them, create a custom report on the Reports dashboard with this query:
SELECT TagID, TagName FROM CustomerTag
¶ What happens to each row:
| Row | Result |
|---|---|
| The customer and tag exist, and the customer does not have the tag yet | The tag is added and counted in the summary. |
| The customer already has the tag | Skipped quietly. It is not counted and not reported as a problem. |
| No customer has that ID | Skipped, and listed as Customer (#ID) not found. |
| No tag has that ID | Skipped, and listed as Tag (#ID) not found. |
| A blank line | Listed as Customer (#) not found. |
| The tag could not be saved for another reason | Skipped, and the error message is listed. |
A problem on one row never stops the rest of the file. After fixing the problem rows you can upload the whole file again: rows that already worked are skipped, because those customers already have the tag.
¶ Things to know:
- The upload only adds tags. To remove tags in bulk, use Bulk Tag Customers or the Customer Tags Report.
- There is no undo.
- The summary counts tags added, so a customer who receives two tags is counted twice.
- Unlike the other two tools, the upload does not add an entry to each customer's event log.
- Clicking Submit with no file shows Please add files first. If you see Unable to open file. or No file received., the file did not arrive in a readable state. Try the upload again.
¶ Customer Groups
Each Customer may be added to a single Customer Group.
¶ All functionality available to Customer Tags is available to Customer Groups:
- Sending mass emails to Customers with specific Customer Groups
- Write/Request Custom Reports regarding Customers with specific Customer Groups
- Trigger Custom Alert Banners at the top of the Customer Overview for all Customers with specific Customer Groups
- Display all Customer Groups on the Customer Overview.
- Show each customer's group in the Group column of the Aged Receivable report (build 26.10.05 or later)
¶ Customer Groups also Enable:
- Restriction of Services to certain Customer Groups (under Admin Mode > Accounts > Services)
- If you can only provide higher-speed links to a geographical area, you might restrict your higher-speed Service to specific Customer Groups.
- For FCC reporting and finances it typically makes sense to have separate services for business and residential customers. In this case, you may want to restrict residential and commercial Services to the proper groups.
- Restricting User Customer visibility to certain Customer Groups (under Admin Mode > Config > Users)
¶ Creating/Editing Customer Groups:
Navigate to Admin Mode > Accounts > Customer Groups 
Here you can add Customer Groups or edit and delete existing Customer Groups. To add a new Customer Groups click the Add New Customer Group button. You may also use the Select an action dropdown on the right to rename or delete a Customer Group.
¶ Adding Customer Groups to Customer Accounts:
Navigate to the Customer account. Then click the Edit button next to the text Account Profile. 
Between Referred By and Customer Tags fields is a dropdown allowing you to select a Customer Group. Scroll to the bottom of the screen and save any changes. Only Customer Groups currently present in the system will be available for assignment.
¶ See also
- Bulk Tag Customers — add or remove tags on customers chosen by a query or saved report
- Customer Tags Report — list customers by tag and add or remove tags in bulk