Labels

Labels let you tag and organize records across NuForce, such as contacts, jobs, and invoices, so you can group and find them by category later.

What you can do here

• View all your labels in a list, showing each label's name and type.
• Create a new label with the New Label button.
• Edit an existing label from its row.
• Delete a label from its row. You're asked to confirm ("Do you want to remove this label?") before it's removed, since this can't be undone.

Each label has:

• Name: the text you'll see when applying the label elsewhere in NuForce.
• Type: what kind of record the label is meant for. Options are Business, Customer, Agent, Operation, Service, Event, and Invoice.
• Description: optional free text explaining what the label is for.
• Color: an optional color you can assign to the label so it's easier to spot visually.

Steps

To create a label:

1. Select New Label.
2. Enter a Name.
3. Choose a Type from the dropdown to set which kind of record it applies to.
4. Optionally add a Description and pick a Color.
5. Select Save.

To edit a label:

1. Find it in the list and select Edit.
2. Update any of the fields.
3. Select Save.

To delete a label:

1. Find it in the list and select Delete.
2. Confirm the removal when asked.

Related

• /help/business-manager/organization/roles