Overview
In this document, we’ll be looking at changing terminology in CMPOnline. This feature allows us to change the names of fields held internally within CMPOnline. Note, this is different from User Defined Fields. If you wish to find more information on UDFs, please view our UDFs help file or YouTube video.
Changing Terminology
- Navigate to Administration > Setup > Terminology.
- Choose the screen you wish to change a field name on from the tabs at the top of the screen. Your options include:
- Case File
- Account
- Opponent
- Contact
- Find the field you wish to update, and enter the new name of the field below it.
- In this example, we can see I updated the branch field on the Case File screen to now be the Legal Status field.
- Click Save
