Allow Customization or Renaming of things like "Company" to "Accounts".
Please allow the ability to customize the names of major categories. For example: "Deal" to "Policy" and "Company" to "Account". This was OCM can be used for a broader variety of businesses. My business doesn't offer "deals", but I'm using that category to keep track of policy information.
76
votes
chad@mchaddayinsurance.com
shared this idea
2 comments
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Anonymous
commented
I agree- edit the column names and locations is a no brainer- I cannot believe there isn't a way to do it- I must be missing something
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Ric
commented
I was just looking for a way to do this. I need "Deal" to be "Project". Deal or no deal?!!
