Creating and Using Custom Transaction Labels

SUMMARY
This article will show you how to use custom transaction labels to categorize your transactions. Use them to mark a transaction as a rental, sale, commercial listing, residential listing, condominium, office space, parking lot, etc. You can also filter and search transactions based on labels.

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Add a Label

To define transaction labels for your company:

  1. Click your name in the upper right corner then "Admin / Settings".
  2. Click [Transaction Labels] from the left menu.
  3. Click [Add Label].
  4. Enter the name for this label then save it.

Rename an Existing Label

To rename an existing label:

  1. Click your name in the upper right corner then "Admin / Settings".
  2. Click [Transaction Labels] from the left menu.
  3. Click the gear to the right of the label and select [Rename].
  4. Type the new name and save.

Apply Labels to Transactions

To apply a label to a transaction:

  1. Create or edit the transaction and select the desired label.
  2. Save the transaction.

If you currently use the status field instead of the transaction label field to determine what property type or other categorization a transaction is, we strongly recommend converting to use labels instead.

Using Transaction Labels to Auto-assign Checklists

Transaction Labels can also be used to help define when a checklist should be automatically assigned to a transaction. Learn more about auto-assigning checklists based on status, transaction labels, and/or sides here: Automatically Assign Checklist Templates to Transactions →

The Hidden Benefits of Transaction Labels

This webinar covers how Transaction Labels help make your workflow more efficient in areas you may not realize. When used correctly, Transaction Labels are a huge time saver and essential for simplifying and automating your account.

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