ToolsCustom Names
Renames CRM entities to the words you're used to — name the sections your way. Hides nothing: everything stays in place. In “Configure”, enter the name in two forms — one and many; turn off or reset anytime.
Set your own entity names. The app only renames — it hides nothing.
| One record | Many records | |
|---|---|---|
| Companies | company | companies |
| Contacts | contact | contacts |
| Leads | lead | leads |
| Deals | deal | deals |
| Products | product | products |
| Tasks | task | tasks |
The name changes across the whole workspace; saved when you leave the field.
Renaming CRM entities to your business's language. You set your own names for companies, contacts, leads, deals, products and tasks — and the CRM speaks in your words across all sections and cards. The app only renames; it hides and changes nothing.
The standard “deals”, “companies” and “contacts” don't fit every business: for some they're “properties”, “patients” or “applications”. Foreign names confuse staff.
The CRM names entities the way you do. Staff see the usual words rather than generic terms — less confusion, faster onboarding.
What you get
- Your own names for companies, contacts, leads, deals, products and tasks
- The name applies across all sections and cards
- Renaming only — nothing is hidden or changed
- Reset to standard names in one click
How to connect
- 1Enable the appFree, in the Marketplace. Names are set in “Configure”.
- 2Set your own namesFor each entity, enter the name in two forms — “One record” and “Many records”. An empty field means the standard name.
- 3Check in the interfaceThe new names show in the menu, headings and cards. To bring back the standard ones, use the “Reset all names” button.
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