Contents / Advanced Options

Changing Names of Basic Modules

You can change the names of all basic CRM modules: "Contacts", "Objects", "Deals", "Activities".

For instance, if you are a car dealer and have cars as your company objects — you can easily adjust the system interface to respond to your company needs. 

Go to Main menu — Settings — Advanced settings — Names of modules:

Changing a module name will affect any part of the interface it is mentioned in: menu options, tabs, etc.

Please note: depending on the nature of the language selected, you might need to submit module names in all cases, declinations and numbers — to provide for the correct name output in all interface parts.

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INTRUM CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system.