Company Labels

Labels in CAS 360

Labels are used in CAS 360 to group companies together for quick selection and reporting purposes. 

Some of the benefits of using labels are:

• Quickly filter companies.
• Ability to allocate and group companies.
• Creating custom document templates.

Attach a label to a company 

To add a Label, beside the company: 

1. First, click the Pen icon in the label column from the Company Selection screen.
   
2. Begin typing the label name.
3. If the label has been previously created, CAS 360 will display a list of previously created labels. If not, press ENTER to save and create the new label. The company will now be attached to the label.
   

Remove a label from a company

To remove a Label from a company 

1. First, navigate to the Company Selection screen. 
2. Then select the label you would like to remove by hovering over the label.
   
3. On your keyboard, press the BACKSPACE key to remove the label.

Delete a Label

To delete a Label 

1. Navigate to the Company Selection, under Advanced Filter, click the Labels.
   
2. Next, click the Label you would like to remove. 
   
3. Press the BACKSPACE key on your keyboard to delete the label.
4. On the Delete Confirmation pop-up, select Delete Label.
   

Manage Labels

Use the Manage Labels function to quickly add and remove labels from companies.

Click Manage Labels.

1. Select the labels to attach or remove from your company list.
   
   Click Edit Label Name to change a Label name

2. You can filter the list of companies displayed by selecting the "Filter By" option in the top-right:
   
    
3. Ticking companies from your company list will instantly attach the selected label.
   Unticking companies will remove the selected label from that company.
   
    
4. Click Save to confirm the Label changes.
    

Search labels

Use the search bar to find specific labels and access these easily. Entering a search will instantly return results for tags that match your entry.

Favourite labels

 Users are able to favourite particular labels. Favouriting a label will ensure the label is automatically selected and only the companies linked to the label will display in Company Selection.

To Favorite a label, flag the star icon beside the label name.