To organise your crm entities we have provided labels.
Labels can be seen as categories that you assign to your contacts, companies and buildings.
For example: I can assign the tag "Supplier" to my companies to quickly filter all my suppliers.
Assigning labels to companies, contacts and buildings should be done on the company detail page. But managing the existing labels can be done via the teamsettings:
- Go to teamsettings and select tab "Labels".
- The datatable will show you 2 columns
- Description: The label description
- Type: where the label can be applied on (Contact / Company / Building)
The labels can be filtered, added, edited and removed.
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