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getting started with omni

labels

 

labels allow you to group records in private lists so that you can access these records as needed in the future. you may assign multiple labels to a saved record if you want to include that record in multiple lists.

 

  1. click the my favorites button favoritesicon.png that appears at the top of each page.

  2. select the saved records tab (if not selected already).

  3. click the add label button addlabelsicon.png.

  4. enter the name of the label.

screenshot of labels in primo