You can customize the labels of contact fields within a project to better suit your needs. This feature allows you to rename the contact fields, making sure the terminology fits your business requirements. Here’s how you can do it:
Navigate to Company Settings:
Click on the hamburger menu (☰) in the upper left corner.
Select Company Settings.
Go to Projects:
In the Company Settings menu, select Projects.
Select Other Contacts:
Under the Projects tab, locate and click on Other Contacts.
Change Labels:
Here, you can rename the contact fields. For example, change Other Contact 1 to Spouse or Adjuster.
Enter the new label names in the provided fields.
Save Changes:
Click Save to apply the changes.
After changing the labels in the company settings, they will reflect in all projects. This helps standardize the terminology your team uses and ensures clarity in communication.
Contact Support
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.