Rename Tabs

Snapforce CRM provides an option to rename the tab names according to industry-specific terminologies. For instance, the “Contacts” tab can be renamed to “Students” in an educational institute. Users with Administrator privileges can change the tab names. These changes are reflected in all the standard pages of the user interface except for custom reports and dashboards.

Profile Permission Required: Users with the Administrator profile can access this feature.

The table below displays the industry specific tab names comparing them to the standard Snapforce CRM tabs:

Snapforce CRM Advertising Agency IT Firm School
Leads Leads Leads Leads
Accounts Clients Accounts Parents
Contacts Advertisers Contacts Students
Products Media Type Services Courses

 

To rename tabs

  1. Log in to Snapforce CRM with administrative privileges.
  2. Click Setup Customization > Tab Names.
  3. Move the mouse pointer to the module that you want to rename.
  4. Click on the Setting icon (Gear icon).
  5. Enter the singular and plural forms of the module's name in the respective text boxes.
  6. Click Save.

Note

  • New tab names will not be reflected on the Page Layout, Reports, and Dashboards modules. Standard names are always displayed.
  • While changing the tab name you can add singular and plural names for the tab, eg: Leads vs. Lead.