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 on all screens. For example, you could change
Activity
to
Work Code
or
Staff
to
Employee
.

Change the 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.
note
To remove the temporary
Enable Default Terminology
checkbox and restore your terminology settings, close and reopen Practice CS. The program will revert to the options set in
Setup
Firm
Terminology
.