Searching and Filtering
Labels allow you to search and filter throughout various modules in CentralReach. To search within the contacts module click within the search box and begin typing. The search field requires at least 3 characters to populate a search. Once you find the contact label you are searching for simply click on it.
Be sure when you are searching for a contact label that you look for the tag and the words “Contact label” as shown below
Contact labels can also be searched within the contacts module by using the left side. If you do not see the side menu simply click on the filter icon shown below to expand the menu.
Remember that any parent label that has a right facing triangle can be clicked on to expand the menu to view additional labels.
Contact labels can also be used in other modules throughout CentralReach such as timesheets, billing, schedules etc. Once in each of these modules the contact labels can be used to filter down for example, timesheets from anyone with a label of “BCBA” or schedules for anyone in the “North Office”. This allows for the creation of categories that can then be used throughout the other parts of the system to quickly access information.
When searching, labels can also be excluded by clicking on the triangle seen below and then clicking “switch to exclude”. This is a helpful search tool to narrow down the information needed quickly.
If the message module is enabled, labels can also be used to send messages in bulk to a group. This is a great feature when information needs to go out quickly to many people. The word (label) will appear next to the contact label to help users know that they are messaging a label and not an individual.