Custom Menu Options / Entity Names

You can to change the names of record entities (contracts, people, parties, alerts etc…) within the system to better suit your organisation's processes. These name changes will be reflected throughout the system including the Navigation menu

Navigate to Configuration > Customisation > Manage Entity Names

On this page there is a table of all the default tab names and related entities. The default names will be selected for each entity.

Fig 1 - Entity Names

To use your own terminologies select the Custom Name option of the relevant entity and enter both the singular and plural names (eg Financial / Financials).

Click [Save] to save your changes