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Customize Terminology Used for Records

Personalize the terminology used for Records within your Table

Emma Montgomery avatar
Written by Emma Montgomery
Updated this week

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.

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