Some of the benefits of using labels are:
- Quickly filter contacts.
- Ability to allocate and group contacts.
Attach a Label to a Contact
To add a label, click on the label column beside the contact.
Begin typing the label name.
If the label has been previously created, CAS 360 will display a list of previously created labels. If not, hit ENTER on your keyboard to save and create the new label. The contact will now be attached to the label.
Delete a Label
From the Contacts screen, under Advanced Filter, click the Label.
On your keyboard, press the BACKSPACE key to delete the label.
Manage Labels
Use the Manage Labels function to quickly add and remove labels from a contact.
Click Manage Labels.
Select the labels to attach or remove from your contact list.
Click Edit Label Name to change a Label name
Ticking contacts from your company list will instantly attach the selected label.
Unticking contacts will remove the selected label from that contact.
Click Save to confirm the Label changes.
Search Labels
Use the search bar to find specific labels and access them easily. Entering a search will instantly return results for tags that match your entry.
Favourite Labels
Users are able to favourite particular labels. Favorting a label will ensure the label is automatically selected, and only the contact linked to the label will display in the Contacts screen.
To Favourite a label, flag the Star icon beside the label name.