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How to edit the module names

The display name for the modules can be changed to suit your preferences. For instance, some companies prefer ‘sales pipeline’ to ‘opportunities’. A non-profit might prefer to use ‘donors’ instead of ‘contacts’. Many prefer ‘customers’ to ‘contacts’. Whatever language is specific to your company, it is easy to configure your Legrand CRM to reflect it.

Go to the settings and under the header ‘Settings’ click on ‘Module Names’

Select ‘Specify Module Names’ and type in the new module names (singular and plural). For example, the Companies module can be renamed to ‘Accounts’, as such, each company record will be referred to as an ‘Account’. 

Once you save, you can see that the module name has changed.

If you choose to change back to the default names, select ‘Use default names’ and click Save.

Updated on 12 June 2024
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