Configure note labels

Create account level, standardized labels that users can add to site notes to organize them.

You must have a role with Account note label configuration permission to complete this task.
  1. From the account menu, choose note labels.
  2. Click Add new note label.
  3. Enter a unique label that includes any alphanumeric character, spaces, Emojis, and special characters ( ~! @#$ %^&*()_+-= []:";'<>,./? ), as preferred.
  4. Click Save.