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Thread: System-wide change of definitions e.g. "Accounts", "Contacts"... HOW?

  1. #1
    superbcrm is offline Junior Member
    Join Date
    Jan 2008
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    1

    Default System-wide change of definitions e.g. "Accounts", "Contacts"... HOW?

    Hello.

    We are evaluating SugarCRM (using the online 30-day demo).
    Our business is travel, we need a lot of customization.

    I have changed the names of tabs etc, to reflect our business needs
    e.g. "Leads" to "Enquirers", "Contacts" to "Customers", etc.

    The PROBLEM is:
    This is just a "cosmetic" change of the tabs - in every other instance, the default definitions (Leads/Contacts...) persist.
    So in most layouts, our user is suddenly confronted with "create new Contact" (instead of Customer), a drop-down list that shows leads/contacts and so on...

    The QUESTION:
    Is there a way to do a system-wide, universal change of these terms?

    I gathered from the forums that you can do it by changing the actual code...but it sounds like a lot of work and also you need to be careful about the cross-referencing in the files, sound too complex and error prone...or is it?
    As I am working with the demo, I do not have access to code files & changes, so PLEASE tell me how this can be done (if at all) easily.

    Thank you very much.

  2. #2
    HolmesA's Avatar
    HolmesA is offline Sugar Community Member
    Join Date
    Nov 2007
    Posts
    109

    Default Re: System-wide change of definitions e.g. "Accounts", "Contacts"... HOW?

    You can change this using the Studio: see 'Labels' section under the each module. ( 'Edit Labels' link in 4.5.X version)
    Anyway such sort of changes will take time if you don't have direct access to the files.

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