Coloured labels
Labels are coloured tags your team puts on records, such as "Strong" or "Good interview" on an Application. They help you spot records at a glance and find them with a filter. Admins and Team Owners create labels in Settings → Labels. Everyone in your organisation uses the same labels.
There are four sets of labels, one for each kind of record: Opportunity labels, Application labels, Employer labels and Contact labels.
Add a label
- Go to Settings → Labels.
- Select Add in the set you want, such as Application labels.
- Enter the label's Name.
- Choose its Color: type a colour code or pick one.
- Select Save.
The label is ready to use straight away. enrola picks dark or light text for each label so its name stays readable on its colour.
Change or delete a label
- Select Edit beside a label to change its name or colour. Records that have the label show the change.
- Select Delete and confirm to remove a label. Your team can't use it any more.
Each label shows its ID number in brackets after its name.
How your team uses labels
- On a record, staff add or remove labels in the label box under the record's name. For example, Applications have an Application label box.
- On the Applications list, staff can tick several Applications and change their labels together with With selected…. See Act on several Applications at once.
- Lists can be filtered by label with Filters. See Search a list and use the filter bar.
Read Only users can see labels but not add or remove them.