Change System Labels
You can replace the default system labels with those that are used in your firm (for example, replace the default "Client" with "Customer").
Video: See related video below
To change one or more system labels:
- In the Navigation pane, select .
- In the Custom Label field for the first label that you want to change, click and enter the new label.
- If the label that you changed has a plural form listed, repeat step 2 for the plural form.
- Repeat steps 2 and 3 for each label that you want to change.
- Click Save.
Video
Title | Description |
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Learn how to set up a new custom label, edit an existing label, and edit lists and their drop-down values. |
Parent Topic: How to...