Feature Availability

Introduction

With the Labels Editor feature, you can modify the names of CRM modules, fields, and other interface elements to create a system that feels uniquely yours. Whether you serve Consumers, Students, or Patients, the Labels Editor allows you to adapt the CRM’s terminology to fit your business model perfectly.

By renaming modules and field labels, your team can work in a familiar environment that reflects your organization’s specific language improving comfort, clarity, and adoption.

Benefits

The following are the benefits of Labels editor:

• Streamlined User Interface - By customizing labels, the Labels Editor helps streamline the user interface, making it more intuitive and user-friendly.
• Flexibility - The Labels Editor in Vtiger CRM provides the flexibility to adapt labels to new business processes, departments, or products.
• Field Customization - Vtiger CRM allows users to customize the labels of fields used to capture and store information. Users can rename or modify the labels of existing fields or create new custom fields with labels of their choice.
• Module Customization - Vtiger CRM consists of various modules (e.g., Leads, Contacts, Deals) that organize different aspects of customer relationship management.
• Improved User Adoption - Users are more likely to use a CRM system that reflects terminology and language familiar to them.

• Editing Label Names

Editing Label Names

Editing field or label names is an effortless task in Vtiger CRM. All you have to do is find the label and rename it!

Follow these steps to edit label names:

1. Log in to your CRM account.
2. Go to the Main Menu.
3. Click Settings.

4. Look for the Module Management tab.
5. Click Labels Editor. You can see the default names for all the labels provided by the CRM.

6. Select the language in the Step 1 drop-down.
7. Enter the label name to search the CRM or select the module in the Step 2 drop-down. 
8. Edit the Custom Label column in the table under Step 3. Each column has its significance:
   1. US English Label - This is the standard column for all the labels.
   2. Default Label -This column displays all the labels based on the language selected in Step 1.
   3. Custom Label - This column enables you to customize the label names.

All the edits you make will be auto-saved in the CRM.
 

Note:

• Field values should not be empty in the Custom Label column.
• If you do not find a label under the specific module, then go back to Step 2 and enter the label you want to rename and save.
• Changes made for labels in one language will not reflect on the others. You must change the label names individually for each language.
• For example, Labels for US English and British English are different; if you have changed to US English, you may want to change to British English by changing the language in Step 1.