Labeling Presentations

Enable Exact Search

Clear Filter

Labeling Presentations

Users can organize presentations by creating and adding labels. If users have large libraries of presentations, using labels helps to quickly identify the appropriate presentation to use.

Who can use this feature?

iPad, iPhone, Windows Users
Users do not require an additional license
End Users

Configuring Custom Labels

Using Custom Labels

End Users

To create and apply a label:

Navigate to CLM Presentations.
Select the More Actions button for the appropriate presentation.
Select Add Labels.
Create a label or select from the list of existing custom labels. Presentations can have multiple labels and a label can be applied to multiple presentations.
Select Save.

Users can also create labels from the Filter menu by selecting the Create New Label button.

Selecting the Edit button from the Filter menu enables users to edit or delete existing labels:

To delete a label, select the red circle button, then select Delete
To rename a label, select the pencil button

To create a label:

Select the + button beside Labels or select Add Labels from the More Actions button.
Enter a label name or select from the list of existing labels. Presentations can have multiple labels and a label can be applied to multiple presentations.
Press Enter or select Create Label “<name>”.

To remove a label from a presentation, select the label in the labels modal.

To rename a label:

Select the Filter button.
Right-select the appropriate label.
Select Rename.
Enter the new name.
Press Enter or select outside of the text box.

When a user creates a label, a content_preference__v record with the clm_presentation_label__v record type is created. When the label is removed, the corresponding content_preference__v record is deleted.

All content_preference__v records related to a presentation are deleted when the presentation is deleted.

Filtering by Labels

To filter by labels:

Select the Filter button.
Select all appropriate labels to display. The number of presentations using the label displays next to the label name.
Select Apply.

Labels cannot be filtered if there is already an applied directory.

Considerations

Labels are unique to individual users and cannot be shared with other users
Labels are not case sensitive
Labels and directories cannot be applied at the same time
Labels store locally on the device on all platforms and do not upload to Vault CRM. Labels are kept when refreshing the database or upgrading Vault CRM, but deleted if Vault CRM is uninstalled from the device.