Set Up Field Labels

Use the Labels tab of General System Settings to rename key fields to reflect the terminology used in your industry or firm. Ajera CRM uses your new names on screens, fields, and reports.

If a label that you change here affects a label on the Navigation menu and you also use the Navigation Menu Designer, the Navigation Menu Designer settings override the changes that you enter here.

When you use multiple languages with Ajera CRM, only standard field labels are translated. If you use custom field labels, you must log in to Ajera CRM in the alternate language and change the custom labels.

To set up field labels, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > System Settings.
2. On the General System Settings form, click the Labels tab.
3. Complete or modify the fields on this tab. Do not use single quotes (') or double quotes (") in your labels.
4. Click Save.