How to move all keywords

Labels are becoming the new standard in SpinOffice.

They are fast, easy to manage, and provide a clear overview. Labels are replacing the existing characteristics functionality for contacts.

We recommend converting all the characteristics you've been using for your contacts into labels. This guide walks you through the process step by step.

Why switch to labels?

• Labels offer a more modern and flexible way to categorize contacts.

• They are easy to apply and filter.

• In the Pro version, you can work with label groups, allowing you to organize labels into categories.

Converting characteristics to labels

Follow these steps for each characteristic you want to convert into a label:

1. Go to the Contact List screen.

2. On the right-hand side of any contact, click CONTACT INFO.

3. Choose Characteristics.

4. Select the first characteristic you want to convert.

5. Filter based on that characteristic:

   • If the contact has the characteristic checked, choose Filter on selected.

   • If the contact does not have the characteristic checked, choose Filter excluding selected.

6. All contacts with that characteristic will now be shown as a filtered group.
   
   

7. At the top of the screen, click Mass actions.
   
   

8. Select Add label to contacts.
   
   
   

9. In the pop-up window:

   • Type the name of the new label (for example, reuse the name of the old characteristic).
     
     
     

   • Or choose an existing label from the dropdown list.
     
     
     

10. Click Apply to complete the action.
    
    

Result: All contacts with the selected characteristic now have the corresponding label.

Repeat these steps for each characteristic you want to replace.

Creating labels in advance

Would you like to create your labels in advance so you can quickly use or apply them later? No problem!

1. Go to Admin > Labels.

2. Add an unlimited number of labels.

3. (Pro version only) You can create label groups to organize labels into categories.

Learn more

Read more about:

• Creating and managing labels

• Using label groups in the Pro version

Have questions about using labels? Feel free to contact our support team.