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How to rename standard objects
Standard objects can be renamed to match your organization’s vocabulary.
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Standard versus custom objects
Standard objects are the ones Insightly created, such as contacts and organizations. They cannot be deleted, but they can be renamed so the CRM uses the terms your team already uses. For example, your company may already call the companies it does business with Accounts. Rather than asking everyone to learn the term Organizations, an admin can relabel the object.
Admins on Professional and Enterprise plans can rename any standard object within Insightly.
Renaming a standard object
- Go to System Settings > Objects and Fields.
- Select the standard object you want to rename.
- Click Object Details.
- Click the Actions menu.
- Select Edit This Object.
- Enter the object’s new singular and plural labels.
- Click Save Standard Object.
If you need to rename the object again or revert it back to its original name, return to the Actions menu and select Edit This Object or Reset to Default.
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1 Editing a Contact Object in System Settings |
2 Editing Contact Object Labels in Insightly CRM |
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3 Saving Standard Object Details in Insightly CRM |
4 Resetting a Renamed Contact Object to Default |
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