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How to edit the module names & terms

The modules in Legrand CRM located at the top of the screen can be renamed to be more relevant your business. For example, a company focusing on events could rename Legrand CRM’s Campaigns module to ‘Events’. 

To configure the Module Names & Terms, go to the administration panel in Legrand CRM. Click on ‘Screen Settings > Module Names & Terms’

In the ‘Customize Display Text’ window, select the module you want to rename. Select the option ‘Display As’ and type in the new name for the module then click ‘APPLY’.

In the demonstration, the Campaigns module was renamed to Events. 

Updated on 29 August 2022
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