Most CRMs provide the ability to rename a specific module. An example of this would consist of changing the Leads module name to Prospects to better reflect specific business naming or processes.
How to Change the Folder Names
Use an App.Setting that allows any module name to be overwritten.
Follow these instructions to create your initial App.Setting file and add these lines.
The following keys can be applied at the connection or sync policy level. Each module has two specific key/value pairs that identify the plural and singular names for the module.
The key format is:
Sync.Crm.ModuleDisplayName.Plural.
Sync.Crm.ModuleDisplayName.Singular.
The list of available module names is:
- Contact
- Organization
- Appointment
- Task
- Note
- Opportunity
- Phone_Call
- Case
- Bug
- Project_Task
- Quote
- Issue
- Document
- Order
- Invoice
- Group
- SystemUser
- Lead
- Competitor
- Partner
- Service_Appointment
- Event
- Project
Example
An example of an App.Setting file renaming the Project module to Job:
<?xml version="1.0" encoding="utf-8"?>
<configuration>
<appSettings>
<add key="Sync.Crm.ModuleDisplayName.Plural.Project" value="Jobs" />
<add key="Sync.Crm.ModuleDisplayName.Singular.Project" value="Job" />
</appSettings>
</configuration>
<configuration>
<appSettings>
<add key="Sync.Crm.ModuleDisplayName.Plural.Project" value="Jobs" />
<add key="Sync.Crm.ModuleDisplayName.Singular.Project" value="Job" />
</appSettings>
</configuration>