Rename Features

You have the option of renaming some of the features of our existing system. This will help customize your version of our system. Below is a list of the features you can rename.

To rename a feature, just email our support team and we will make the change for you.

Important Note

We will not rename these features in our pre-recorded help videos. If you are using our help videos, it will be confusing to your users if things are on the screen in the video, but not in the system. We do not recommend re-naming features if you use our videos.

Appointments (used to be Calendar)

Group Actions (used to be ClientTouch)

Deals

Tags (used to be Flags)

Dashboard (used to be Home)

Samples dropdown

Sources

Text and Voice (used to be VoiceTouch)

Workflows (used to be Action Sets)

If there is something you want to rename that is not on this list, please talk to support.