Labels in CAS 360
Labels are used in CAS 360 to group trusts together for quick selection and reporting purposes.
Some of the benefits of using labels are:
- Quickly filter trusts.
- Ability to allocate and group trusts.
- Creating custom document templates.
Attach a label to a trust
To add a label, beside the trust, click into the label column.
Begin typing the label name.
If the label has been previously created, CAS 360 will display a list of previously created labels. If not, hit ENTER on your keyboard to save and create the new label. The trust will now be attached to the label.
Remove a label from a trust
From the Trust selection screen, select into the label.
On your keyboard, press the BACKSPACE key to remove the label.
Delete a Label
From the Trust Selection screen, under Advanced Filter, click the Label.
On your keyboard, press the BACKSPACE key to delete the label.
Search labels
Use the search bar to find specific labels and access these easily. Entering a search will instantly return results for tags that match your entry.
Favourite labels
Users are able to favourite particular labels. Favouriting a label will ensure the label is automatically selected when accessing the Trust Selection.
To Favorite a label, flag the 
beside the label name.
