Terminology settings let system administrators rename core terms used in the system so they match your organisation’s language. Updates apply system‑wide (menus, forms, messages) as soon as they’re saved.
Access
Navigate to: Settings → Terminology
What you can change
For each concept, set both Singular and Plural forms.
- Client – e.g., Person / People
- Referral – e.g., Referral / Referrals
- Issue – e.g., Problem / Problems
- Organisation – e.g., Charity / Charities
- Questionnaire – e.g., Survey / Surveys
Tip: Keep singular/plural grammar aligned and mirror your capitalisation style (Title Case vs sentence case).
How to edit
- Open ellipsis (⋮) menu → Edit settings.
- Update the Singular and Plural fields for the terms you want to change.
- Click Save to apply, or Discard to abandon changes.
Changes take effect immediately across the system.
Considerations
- Edits affect all users in your account.
- Ensure that you review all changes carefully.
- This does not change terms used in content or underlying data; it updates system labels only.