Account Tags
Account tags label customers and sites so you can filter both lists by them. Some you create yourself; five are built in and maintain themselves.
The built-in ones are the point of the feature. Nobody assigns them and nobody has to remember to change them: they are worked out from the account every time the page loads, so the moment a subscription starts, stops, or a hub is linked, the tags follow. There is no "re-tag the book" job after an import, and no stale label to trip over six months later.
A tag can sit on a customer, on a site, or on both — a customer with several sites can carry one classification while an individual site carries another.
The Built-In Tags
| Tag | Applied when | Reads as |
|---|---|---|
| Subscription | The account has an active subscription | A contract client |
| Ad hoc | It has no active subscription | Billed per job |
| Active account | It has a linked hub and an active subscription | A real, monitored, paying account |
| Monitored, not billed | A hub is linked, but no subscription is running | You are monitoring someone you are not billing |
| Billed, not monitored | A subscription is running, but no hub is linked | You are billing someone you are not monitoring |
Subscription and Ad hoc are a pair — every customer and every site carries exactly one of them, always. That is the primary classification of a client, and it is set for you from day one.
The last three describe account health. An account with neither a hub nor a subscription (a prospect, say) carries none of them — there is nothing wrong with it yet.
A hub row existing against a site is not the same as the hub being linked to it. Only a hub that is properly linked counts here — the same test billing and the offline report already use.
Where the Tags Show Up
Tags appear as small chips wherever the account does:
- Customers → All customers — under each customer's name.
- Sites → Connected sites — under each site's name, with a + Tag picker on the row.
- The customer's own page — beside the name at the top, with a + Tag picker.
A chip with a dotted outline is one a rule applied. Hovering it says so. A solid chip is one somebody put there by hand.
Filtering by Tag
Both lists carry two dropdowns:
- All tags — narrow the list to one tag, built-in or your own.
- Any account health — narrow to Active accounts, Monitored, not billed, or Billed, not monitored. Each option carries a live count. On the Sites list this dropdown appears only with the CRM module on, since it compares a subscription against a hub.
Both combine with the search box and every other filter on the page.
The Review Line
Above each list sits a single quiet line naming the accounts whose monitoring and billing disagree — for example "12 sites to check · 9 monitored, not billed · 3 billed, not monitored". Click a count to filter the list to exactly those accounts; click it again, or Show all, to clear it.
The line is not there at all when there is nothing to check. It never hides anything either: those accounts stay in the normal list, they are simply also called out here, because each one is a question somebody has to answer —
- Monitored, not billed — either the subscription was never captured, or you are giving the service away.
- Billed, not monitored — either the hub was never linked, or the customer is paying for something that is not running.
Neither is a category to live in. Fixing the underlying record makes the tag disappear by itself.
Overruling a Tag on One Account
The rules are right almost all the time, and when they are not you overrule them on that one account — you never edit the rule.
- Click the × on a chip to take that tag off this account.
- Add it back from the + Tag picker to hand the account straight back to the rule.
What you change is stored as an exception for that customer or site only. Everybody else keeps following the rule.
Ad hoc and Subscription behave as one switch. Because every account is one or the other, clicking × on Ad hoc does not leave the account unclassified — it becomes Subscription, and vice versa. That is how you say "this is a contract client, the subscription just is not captured yet" without inventing a subscription.
The three account-health tags cannot be hand-applied — monitored, not billed is a finding, not a label you award, and pinning Active account on an account that is neither monitored nor billed would put a false statement on the screen. You can dismiss one with × if you have checked it and it is fine; it then reappears in the + Tag picker so you can undo that.
Marking an account as Subscription by hand does not create a subscription, so Monitored, not billed stays until a real one exists. The flag is about what is in the system, not about what you have labelled it.
Making Your Own Tags
Go to Settings → Sales & CRM → Account tags. See Account tags settings for the full panel, including whether the two lists open on active accounts only.
Your own tags are plain labels — you assign and remove them yourself, and you choose whether they show on customers, on sites, or on both. The five built-in tags can be renamed and recoloured (the wording is yours) but cannot be deleted, and what decides them cannot be changed.
Who Can Use Them
Anyone who can see customers can see the tags and filter by them. Adding, removing, and overruling tags — and editing the catalogue — needs customer or control-room management permission.
Customer tags only ever go on your own control room's customers (why).