Customizing the “Customers” Label
🔧 Customizing the “Customers” Label in Ontraccr
In Ontraccr, the default label for clients is “Customers.” However, if your organization prefers a different term like “Clients” or something more domain-specific, you can easily change this label throughout the platform.
This article walks you through how to rename the “Customers” field so it reflects your preferred terminology across the web app.
📍 Where This Change Appears
Changing the “Customers” label affects:
- The Contacts tab
- Sidebar menu labels
- Headers and references throughout customer-related workflows
For example, once renamed to “Clients,” the Contacts menu will display Clients instead of Customers.
🛠️ How to Rename the “Customers” Label
Step-by-Step Instructions
- Navigate to Settings
- Click the Settings button with the gear icon (⚙️)
- Select Customization.
- Go to Profile Names
- Under the Customization section, click on Profile Names.
- Find the “Customers” Field
- You'll see a table with two columns:
- Original Name (e.g., Customer)
- Current Name (e.g., Clients)
- You'll see a table with two columns:
- Click Edit
- Find the row labeled “Customers.”
- Click the Edit button beside it.
- Type Your New Label
- Enter the new name you want to use (e.g., “Clients,” “Partners,” etc.).
- Save your changes.
- Verify the Update
- Your new label will dynamically update across the sidebar and relevant pages.
💡 Example Use Case
If your business deals with clients rather than customers, this lets your entire team—and your client-facing portals—reflect terminology that feels familiar and professional to your stakeholders.
📌 Notes
- This only changes the label seen in the UI. It does not affect any underlying behavior or functionality.
- Other areas of the platform that can be renamed using this same method include Projects and Vendors (if applicable).
- This customization is currently applied only on the web app.