This is done using the drop down option in Customer Custom Fields. You can apply badges that will follow the customer throughout the software, giving you quick, at-a-glance information on what type of customer they are. Common examples could be distinguishing between residential, and business customers.
1. First, head over to Admin > Customers > Customer Custom Fields to create custom fields for your customers.
2. You can choose a few methods, including check boxes, drop downs, web links, or text fields. To use customer badges, use drop downs. In this example, there are 3 "answers" for customer type.
3. After creating your custom fields and assigning badges to them, you can apply these custom fields to a new customer. Head over to Customers > Create a new customer:
That's it! You can now apply this custom field answer to a customer, and the badge will follow them throughout the software for quick reference: