Labels allow you to search and filter throughout various modules in CentralReach. To search in the Contacts module, click the search box and begin typing. The search field requires at least 3 characters to populate a search. Click on the contact label you are searching for.
When searching for a contact label, look for the tag and the words “Contact label:”
Contact labels can also be searched in the Contacts module by using Organization Labels on the left-hand side. Click on the funnel icon to expand the side menu.
Click on a right facing triangle of a parent label, to expand the menu and view additional labels.
Contact labels can be used throughout CentralReach, such as timesheets, billing, schedules, etc. Once in each of these screens, 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 be used throughout the other parts of the system to access information.
When searching, labels can be excluded by clicking on the triangle next to it, and then clicking Switch to exclude. This is a helpful search tool to narrow down the information needed quickly.
If the Messages module is enabled, labels can 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 make users aware they are messaging a label and not an individual.