How to Customize File Labels
Different industries use different terms for client work. Notehouse lets you customize the label used throughout the application so it matches your organization’s language.
The label you choose appears across client records, forms, instructions, and exports.
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What Are File Labels?
File labels control how Notehouse refers to client work. For example, social workers may prefer Case, while businesses may use Customer. Please note that only the Account Owner can change the file labels.
Available file labels include:
- Client
- Case
- Customer
- Student
- Contact
Changing the file label updates terminology across client records, forms, and exports.
How to Change the File Label
Only the Account Owner can change file labels.
- Go to Account Settings
- Navigate to the Organization tab
- Select your preferred file label
- Changes save automatically
For any questions, please reach out to support@getnotehouse.com.