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