Customizing Terms and Labels (Nomenclature)

Many labels and terms used in InterAction can be customized. When you change a term, the term is updated throughout the InterAction Web Client pages and the Windows Client.

The following table lists the terms you can change. You use InterAction Administrator to change terms. In this table, the Label column lists the item you can change, and the Original Text column lists the term used out of the box. This is the value that appears to end users in InterAction.

Note that the InterAction documentation uses the out-of-the-box terms. If you change any of the terms, be sure to make a note of it in any end-user education materials.

Label	Original Text	Description/Notes
Alert	Alert	Term used when referring to an alert. These items were called Watch List items in prior versions of InterAction. This term is also used for InterAction for Microsoft® Outlook®. It is recommended that you not change this term unless it is absolutely essential.
Alert Plural	Alerts	Term used when referring to multiple alerts (for example, on the “My Alerts” page). This term is also used for InterAction for Outlook. It is recommended that you not change this term unless it is absolutely essential.
Business Development Interest	Business Development Interest	Used for the I have a business development interest in this contact check box on the Edit My Relationship and New Contact Wizard.
Firm	Firm	Term used throughout InterAction for your organization. Be sure to keep this term consistent with Firm Abbreviation and Firm List. For example, you could change all three to the following: Firm: Organization Firm Abbreviation: Org Firm List: Organization List
Firm Abbreviation	Firm	Short version of the term for your organization. If you set the term for Firm to a long word, set a shorter abbreviation. This should be no more than four characters long.
Firm List	Firm List	Term for the collection of contacts accessible to all InterAction users.
Personal Contact Type Label	Other	Term for a contact that is not sourced in one of the public folders. Used only in the Windows Client.
Project Label	Project&s	Term used for project.
Public Contact Type Label	Public	Term for a contact that is sourced in one of the public folders. Used only in the Windows Client.
Sponsor Label	Sponsor	Term used in marketing lists for the professional who wanted a person included in the list. Typically used for mailings that require signatures, such as holiday cards.

In addition to the above terms, you can also change the terms for Contact Types, Marketing Lists, and Working Lists. For details, see Change Terms Used for Contact Types, Working Lists, Marketing Lists.

Customizing Nomenclature in InterAction

To change terms in InterAction, do the following:

1. On the main window of InterAction Administrator, double-click Nomenclature in the entity list.
2. From the Manage Entity List dialog box, select the label you want to change and choose Edit.

3. In the Replace With edit box, enter the text you want to use for the label.

   

4. Choose OK to save your change, then Close to close the Manage Nomenclature dialog box.

   To see the changes in the InterAction Web Client, you need to stop and restart the InterAction Application Server.