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

1. Navigate to Settings
   • Click the Settings button with the gear icon (⚙️)
   • Select Customization.
2. Go to Profile Names
   • Under the Customization section, click on Profile Names.
3. Find the “Customers” Field
   • You'll see a table with two columns:
     • Original Name (e.g., Customer)
     • Current Name (e.g., Clients)
4. Click Edit
   • Find the row labeled “Customers.”
   • Click the Edit button beside it.
5. Type Your New Label
   • Enter the new name you want to use (e.g., “Clients,” “Partners,” etc.).
   • Save your changes.
6. 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.