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Custom 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.

Vector Pty LtdCustom Names

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.

How it is today

The standard “deals”, “companies” and “contacts” don't fit every business: for some they're “properties”, “patients” or “applications”. Foreign names confuse staff.

What changes

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

  1. 1Enable the appFree, in the Marketplace. Names are set in “Configure”.
  2. 2Set your own namesFor each entity, enter the name in two forms — “One record” and “Many records”. An empty field means the standard name.
  3. 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.