Before You Begin
Administrative Access: This feature is typically restricted to Dazos internal teams only and is not available to customers.
System Impact: Module renaming affects database structure, integrations, and system stability, which is why it requires internal team handling.
IMPORTANTComprehensive Changes: This process updates just the display name, not all related terminology across the entire system.
Steps
Navigate to Module Management
Log in to your Dazos CRM instance and go to Settings > CRM Settings > Configuration > Main Menu.
Update Module Name
Locate the module you want to rename (e.g., 'Intake Opportunities') in the module list, then click on the pencil to edit the module name.
Save Changes
Apply the changes to update the module name across the entire CRM system.
Verification / Expected Result
After completing this process, the module will display with the new name throughout the CRM interface.
Troubleshooting / Common Errors
Access Denied: If you cannot access Language Management, this feature may be restricted to internal Dazos teams. Contact Dazos support for assistance with module renaming.
Integration Issues: Module renaming can affect existing integrations or custom workflows that reference the old module name. These may need to be updated separately.
Incomplete Updates: If some areas still show the old module name, ensure all related terminology was updated in the Language Management section.
Related Resources
For questions about module renaming or if you need assistance with this process, contact Dazos support, as this feature requires internal team access due to its system-wide impact.