You can now personalize the terminology used within your SmartSuite Table to better align with your specific workflow. For instance, replace the default term "record" with terms like "project," "task," or "entry" to reflect your Table's purpose. This customization updates buttons, dialogue messages, tooltips, and other Table elements.
Plan Availability | All plan types with varying limitations |
Permissions | Solution Creators - Can modify terminology within Tables they manage |
Related Reading |
What Is a Record?
Records (or rows) represent individual items within a Table. Think of them as rows in a spreadsheet, each containing information specific to one item.
Steps to Customize Table Terminology
You can easily customize the terminology used in your Table by following these steps:
1. Access Table Settings
Open your SmartSuite Table.
Navigate to the settings section specific to the Table you want to customize.
2. Choose Terminology Customization
Look for the option to update the Table’s terminology.
3. Select a New Term
Pick a term from the pre-defined list of 146 options, or create your own custom term (Coming Soon!).
4. Apply Changes
Save your selection to update the term across all Table elements.
Pre-Defined Terminology Options
SmartSuite offers 203 options for replacing "record." Here are some popular choices:
Project
Task
Activity
Client
Goal
Milestone
Request
Event
For the full list, refer to the available options within the Table settings.
Practical Scenarios and Use Cases
1. Departmental Alignment
Scenario: The Marketing team uses a Table to manage campaigns and prefers the term "Campaign" over "Record." Solution: Customize the Table terminology to "Campaign" to match their workflow and improve clarity.
2. Project-Specific Workflows
Scenario: An engineering team tracks development tasks and prefers "Task" instead of "Record." Solution: Update the terminology to "Task" for streamlined communication and management.
3. Client Management
Scenario: A sales team tracks customer details and prefers using "Client" instead of "Record." Solution: Change the term to "Client" to align with their processes and improve usability.
Key Notes
Terminology updates are Table-specific and can be changed anytime.
Custom terms will soon be available, giving even more flexibility.
Permissions are required for accessing and modifying Table settings.