Each edit screen can have its labels changed to ones that are more meaningful to you and your staff. This makes it easier for your staff to get used to the system.
For example, instead of 'Note for client' you could change it to 'Installation Notes', or 'Delivery Date' could be changed to 'Install Date' and 'End Date' to 'Manufacture By'.
To do this, for each module:
- Click on the Cog
- Select the module's settings (e.g. Quotation Settings)
- Click on 'Customize Edit Field Labels'
- Change the labels as required
For example, a property maintenance company might have a quote screen like this:
