A step by step guide to adding labels

  • Go to configure
  • Got to labels
  • Add a new label
  • Name your details and choose your colour
  • Click Save
  • To add a label to customers
    Go to Customer
  • Select customer you want to add a label to
  • Locate ‘Label’ Choose a label from the dropdown list
  • Select Save

Labels help you categorise projects, making them easier to manage. Assigning labels lets you find and manage projects faster, saving time and reducing errors