How to Customize Your File Label
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 Is a File Label?
File labels control how Notehouse refers to client work. For example, social workers may prefer Case, while businesses may use Customer.
Only the Account Owner can change the file labels.
Available file label options 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
- Open the Organization tab
- Select your preferred file label
Changes are saved automatically.
For questions, contact us at support@getnotehouse.com.