Terminology Customization

Terminology customization enables users to tailor the platform’s user interface by replacing a predefined set of default terms with language that better fits their organization. This helps teams align the UI with internal vocabulary, processes, and domain-specific terminology. As a result, users get a more intuitive and familiar experience without changing the underlying functionality of the platform.

Note

Supported only for Entities & Platform sections and objects

Customize the entities & platform sections

1. From the left Menu, click on Data Configuration

2. From Data Configuration click on Terminology Customization

3. From the list of items, on one of the items scroll to the right and click on More

4. Click on Edit, provide custom name in Custom term singular & in Custom term plural

5. If the custom name of the Entity or Section starts with Vowel, you can check the checkbox Starts with vowel sound

6. Click on Save

Clear Custom terms for a single item

1. From the left Menu, click on Data Configuration

2. From Data Configuration click on Terminology Customization

3. From the list of items, on one of the items scroll to the right and click on More

4. Click on Clear

Clear Custom terms in Bulk

1. From the left Menu, click on Data Configuration

2. From Data Configuration click on Terminology Customization

3. To clear the custom terms in bulk, select multiple items from the list and click on Clear custom terms

4. Click on Clear ALL from the modal