Call your Customers – Customers and not Accounts

We have been working on giving you more personalized services for melssCRM. In our previous post, Your Logo on melssCRM we wrote on how you can include your organization’s logo within melssCRM. Now we are taking personalization to the next level by allowing you to Rename Tabs.

Management theories on Organizational Structure may suggest that organizations work on Account based reporting or Product based reporting structure. However in real world when you do business with people, you know that they are your customers.

You are more comfortable calling them your customers, rather than Accounts. And as a general rule the first thing that comes to your mind when you hear the word “Account” is a Bank account.

Definitely, Bank account does not psychologically sum up to Customers.

rename_tabstabs

Now we have launched a new feature that will enable you to Rename the tabs. All you have to do is, go to the Rename Tabs settings in your Admin Settings and rename the tabs as you wish.

Ensure that you give the plural and singular forms of the same word in Tab Name and Command Name text boxes respectively.

Logout and login again, and there you go – You call your Customers – Customers now.

rename_tabs_1rename_tabs_2

If you feel that this feature will help you avoid a lot of confusion and make you feel happy, do drop in a line. :)

Note:

Administration permissions need to be enabled to rename tabs.

Related Articles:

Can I Rename the tab headings?

How can I set User’s access rights/User Permissions?

One comment.

  1. [...] This post was mentioned on Twitter by Asim Ali, melssCRM. melssCRM said: Call your Customers – Customers and not Accounts http://bit.ly/bMFzmG #customization #usability #crm [...]

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