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Setup

Change and reset terminology

Practice CS lets you change the term that items in the application are called. When a term is changed, the new term is used throughout the application in place of the default term including the Navigation Pane, menus, reports, field labels, field value dropdowns, and column headers on all screens. Examples are changing "Activity" to "Work Code" or "Staff" to "Employee."

Change the terms

To change one or more terms:
  1. Go to
    Setup
    ,
    Firm
    , then the
    Terminology
     tab.
  2. Select a term and enter the singular and plural version of the alternate term you want to use.
  3. Select
    Enter
    .
The alternate term will now show in place of the default term throughout the application.

Temporarily set terms back to their defaults

There may be times when you need to set all terms you previously changed back to their defaults. The most common situation is when you're interacting with Technical Support. Practice CS lets you temporarily reset all terms to their defaults so that you and the Support Representative will be using the same terminology when discussing your application question or issue.
To temporarily set terms back to their defaults:
  1. Go to the
    Help
     menu.
  2. Select
    Enable Default Terminology
    .
  3. To reset the terms back to those that you set, repeat steps 1 and 2 in the preceding section.

This article applies to:

  • Product: Practice CS
  • Subject: Setup