Data Model

You can edit field names in Aurea CRM web. These changes are saved in the data model.

Note: Only one user can edit the data model at any time. If another user is editing the data model, a message is displayed and you only have read access to the data model.

Editing Field Names

You can edit the field names to reflect the terminology used in your company or sector.

Changes to field names apply to all users (the next time they log in).

To edit field names:

  1. Select Settings () > Maintenance > Data Model > Fields.
  2. Select the desired info area from the drop-down list.

    All fields in the info area are displayed.

  3. Click on (Show/Hide Columns) to determine which columns are displayed in the list.
  4. Enter all or part of the field name you want to edit in the search field to restrict the listed fields.
  5. You can only edit the name in the languages you have been granted access to by your administrator. Click on the desired field. The field’s name in all languages is displayed on the right.
  6. Click on (Help) to display information on how you can reuse existing field names.
  7. Click on (Apply all changes) to apply your changes to the data model.