Labels

Perhaps your organization wants to tag your VOGSY records—projects, opportunities, organizations, and persons—with labels that are meaningful to your business. VOGSY now has a label management system that allows you to organize and track your VOGSY records. You can use the labels to search for similarly labeled records of the same type as the source record. You can also use the labels to filter data on certain charts and reports.

To learn about creating and managing labels, see Manage labels.

Use labels

With VOGSY’s label management system you can do the following:

Add a label
Remove a label
Filter charts and reports by a label
Filter a particular record type by labels

Add a label to a VOGSY record

You can add one or more labels to the following types of VOGSY record:

To add a label, do the following:

Open the record to which you want to add the label.
Click Add Labels. The Edit labels dialog appears.

If the record already contains labels, then click Edit labels to add more labels to the record.

Start typing the name of the label into the Add label field. A dropdown list will appear with matching labels.

If you don’t see the label you are looking for, that means one of the following:

The label hasn’t been added to the Labels master table in the back office. See [Create a label] for help.
The label has been created, but is archived. See [Restore an archived label] for help.
The label has been created but hasn’t been configured to be used for this type of VOGSY record. See [Create a label] for help.

Select the appropriate label and it will be added to the Add label field.
If you want to add more labels, repeat steps 3 and 4.
Click Save and the label(s) will be added to the record’s page.

Remove a label from a VOGSY record

To remove a label from a VOGSY record, do the following:

Open the record with the label that you want to remove.
Click Edit Labels. The Edit labels dialog appears.
Click the x beside the label that you want to remove.

The label will be removed from the Label field.
Click Save and the label(s) will be removed to the record’s page.

Filter a particular record type by labels

There are two ways to filter VOGSY records.

Quickly filter a single record type by a single label

If you click on a label VOGSY will display results for the combination of the same record type and the label you clicked.

To see this in action, open a project that has the label that you want to search on and click the label.

VOGSY will display a list of active projects that contain the same label that you clicked originally.

If this had been an opportunity, then VOGSY would have displayed a list of opportunities with the same label.

Filter a single record type by one or more labels

To get a list of a single record type that share one or more labels, do the following:

This procedure uses the Project record type, but you can use any record type (project, opportunity, organization, or person) that you want.

Go to the Projects view.
Click Refine Filters and then click Labels. A drop-down list will display with a list of active labels.
Click the label that you want to filter by. VOGSY will filter out the other records and display only those that share the label you filtered by.

By default, VOGSY will filter all active projects unless you select the My projects checkbox, in which case on projects that you are a team member of will be filtered.
If you want to filter your results further, repeats steps 2 and 3. Notice that the list of available labels decreases to only those shared by the currently displayed records.

Filter charts and reports by a label

The data in some charts and reports can be filtered by label. This allows you to find data that have the same combination of labels.

Filter charts

The following charts have label filters:

To filter a chart by labels, do the following:

Find the chart and click the No filter on labels dropdown list.
Select the label that you want to sort by. Only the data associated with the label you selected will be used in the chart.
If you want to filter the data further, repeat step 2.

To remove a label filter, click the x on the label and it will be removed.

Filter reports (Google Sheets)

The following reports have a Label column:

To filter a report based on a label, do the following:

To access reports in the back office you must have the Support staff role.

Open the report and click Create a filter () on the toolbar. Google Sheets will switch to edit mode.

If you receive the Heads up! warning, select the Don’t show this again for 5 minutes checkbox and the click OK.
Locate the Labels column and click its filter () button. A dropdown list with filter options will display.

The list of labels displays beneath the search field and the (BLANKS) tag.
Click the Clear button and then begin typing the name of the label into the search field. A dropdown list will display will a list of labels based on what you are typing.
When you see the label that you want, select it and click OK. The report will update to display only the data associated with the label that you selected.