Labeling Contacts with EG2_CONF

By default, the admin panel’s View as dropdown shows raw email addresses. If you have many contacts, finding the right one can be tedious. The EG2_CONF feature lets you attach a display name to each contact — for example, showing “Acme Ltd” instead of [email protected].

This feature is entirely optional and requires no configuration in eg2 — just add one worksheet to your spreadsheet.

How to Set It Up

1. In the same spreadsheet connected to your portal, add a new worksheet named exactly:

EG2_CONF

The name is case-sensitive.

2. Give the worksheet two columns with these headers:

• contact — the email address, exactly as it appears in your data sheet
• label — the display name you want to see in the admin panel

The column headers are case-insensitive: CONTACT, Contact, and contact all work.

3. Save the sheet and trigger a sync (or wait for the next automatic sync).

What Changes After Sync

The View as dropdown in the admin panel shows each contact as:

Acme Ltd ([email protected])

instead of just:

[email protected]

This makes it much easier to find a specific customer when your portal has dozens or hundreds of contacts.

What Stays the Same

• The customer-facing portal is not affected. Customers still log in with their email address and see their data exactly as before.
• Contacts that don’t appear in EG2_CONF are shown without a label in the dropdown.
• Removing the EG2_CONF worksheet reverts the dropdown to raw contacts on the next sync — no portal data is affected.

Notes

• You can add or update labels at any time — changes take effect on the next sync.
• The EG2_CONF sheet is never shown as a tab in the customer portal, even if it isn’t hidden in the spreadsheet settings.
• Labels are visible only to admins in the View as dropdown. They have no effect on how the portal looks to customers.