In this series, I will go through the steps to dress up the User Interface (UI) so that you can choose labels to match the lingo of your industry/organization/team.
Let me begin with something simple in Part 1 – Workspace. In my demo setup, I have the Manufacturing Edition with the Estimating module. It provides the ability to create manufacturing estimates for an inventory or non-inventory item (e.g., a prototype design and build). It is also designed to supplement the customer management processes from opportunity to sales order. If you use Project Accounting, you will recognize that Project Quotes is another estimating tool for opportunities. To differentiate them, I plan to rename Estimating to Product Appraisal. Moreover, the Estimating module references “Estimate” in several menu items and I want to rename them to Appraisal (see Figure 1a and 1b).
Figure 1a. Rename the Estimating module to Product Appraisal
Figure 1b. Rename Estimate to Appraisal
First, I scroll to the bottom of the workspace, open the Configuration Menu and select Edit Menu. This puts the UI in edit mode. Select Estimating to display all menu items for the module (see Figure 2).
Figure 2. Edit the Configuration Menu
Next, I hover over the Estimating workspace until I see the Edit workspace parameters button and select it. In the dialog window, I replace “Estimating” with “Product Appraisal” as the new title (see Figure 3).
Figure 3. Edit workspace parameters
Next, I hover over each menu item until I see the Edit Link parameters button. In the dialog window, I replace “Estimates” with “Appraisals” as the new name (see Figure 4).
Figure 4. Edit link parameters for each menu item
When all changes are made, here is my result (see Figure 5). Simply exit menu editing to complete the process.
Figure 5. Workspace and menu items after changing their titles
Dressing up the workspace and menu item brings the new title to the list level. For example, when I open Profiles > Appraisals, the title of the Profile List is changed but not “Estimate ID”, which is at the form level (see Figure 6). In part 2 of this series, we will enter the wonderful world of Customization to dress up the form.
Any questions? Give us a call!
Eric.