Name the modules your way

Call Quotes Estimates, Orders Bookings or Issues Cases, for the whole company, on screens, PDFs and the client's pages.

WhereSettings›System›Company›Module names

Every company has its own words. Rename a module once and the whole system uses your word: the menu, page titles, buttons, tabs, search, the quote PDF and the client's pages.

Steps

  1. Open Settings, System, Company and scroll to Module names.
  2. Each row is a module: Leads, Prospects, Quotes, Orders, Contacts, Accounts, Issues, Tasks and Products. Type your word For one (Estimate) and For more than one (Estimates).
  3. Press Save names. The page and the menu change at once.
  4. To go back, press Use the standard names.

Good to know

  • Only admins change the names, and they apply to everyone in the company.
  • Record numbers (Q-, O-) stay as they are. An order still prints as its invoice.
  • A word may have letters, numbers, spaces and a few marks (& ' . / -), up to 30 characters. Long dashes are refused, because clients read these words.
  • Your texts and emails keep their own wording. To put your word in one, use the merge fields {{quote_word}}, {{quotes_word}} and {{quote_word_cap}} (to start a sentence), and the same for orders. See Templates.
  • This help center uses the standard names.

If something goes wrong

  • Saving is refused with a reason. The word has a character that is not allowed, is empty, or is too long. The message says which.
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