System Preferences - Aliases / Terminology

Modified on Wed, 11 Jan 2023 at 03:07 PM

This article explains how to access and edit how some items or menus are labeled in Actionstep.


NOTE: You may not see some of these options in your Actionstep system. If you would like to see these settings, please contact Support and ask for the plug-in to be enabled.

 

 

Accessing Aliases / Terminology settings

  1. Click on Admin.
  2. Select the General Settings tile./helpdesk/attachments/150002489540
  3. Scroll down to the Aliases / terminology section./helpdesk/attachments/150002489541
  4. Click Save after making any changes.

 

SettingDescription
Action AliasSet this to what you would like your Matter or Action to be called. Changing this will change the word "Matter" in almost all places in Actionstep to the entered field. Note - The default value for Action Alias is "matter".
Actions Alias

Set this to what you would like your Matters or Actions to be called. Changing this will change the word "Matter" in almost all places in Actionstep to the entered field.

This is the plural version for a matter.

Note - The default value for Action Alias is "Matters".

Participant Alias

Set this to change what a participant record is called in the system. This will change menu items and the records themselves.

This is the singular version of a participant.

Note - The default for Participant Alias is "Contact".

Many instances have been hard coded to ignore this alias.

Participants Alias

Set this to change what participants' records are called in the system. This will change menu items and the records themselves.

This is the plural version of a participant.

Note - The default for Participants Alias is "Contacts".

Many instances have been hard coded to ignore this alias.

Disbursements Alias

Set this to change what disbursements or expenses are called in the system. This will change what the disbursement record is called.

Note - The default for this is set regionally. In USA and Canadian systems, it is set to "Expenses". In other systems it is set to "Disbursements".



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