Locating Labels Section
Adding a New Label
Here you can add a label, and then determine if this should apply to a particular item type or all items.
For instance, if I only wanted this to be available as a label for Matter. I would select matter in the Category menu. Note that a label name cannot contain any spaces, but can include – _ ‘ @ characters.
Adding Labels Throughout the Application
You can also add labels from within the item. You will see a “Custom Labels” Field, in which you can click “Add New Label”
Add/Edit a Matter
Viewing an Email
Add/Edit a Task
Add/Edit a Note
Editing a Label
Within Setup > List Items > Labels, On the menu bar of this screen, you can also edit labels by selecting, and clicking edit. Note that any changes will apply to that label as well as an update on those items containing that label.
If you have selected “Apply to all items” the change will be universal, however, if you created multiple labels across various categories, each will have to be updated.
Deleting a Label
You will be prompted with the following message:
In addition to clicking the “mark as inactive” button. You can also edit the label, and uncheck the Active flag, then save.
That’s it! You can now make use of labels throughout the application to help with organizing and locating matters, emails, events, tasks, and notes!