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Editing a Module's Labels

Overview

As a Sugar administrator, you can easily alter the displayed label for a module or for any field within a module to better match your business needs and vocabulary.

Steps to Complete

Changing Module Names

You can repurpose a stock Sugar module or simply align the module's name to your business. Sugar will use the new name everywhere that module appears in the application.

  1. Navigate to the Developer Tools section of the Admin panel and click on "Rename Modules".
    rename-mods
  2. Click on the pencil icon next to the module(s) you want to rename. The Singular Label and Plural Label fields will appear where you can provide new singular and plural names for the module(s). For this example, we will rename Contacts to Clients. Click "Save" to preserve your changes.
    edit-modname

After saving, you will see the new label in the top navigation bar where the old module name once was:
clients-module

Changing Field Labels

You can change the name of a field in Sugar by editing its label in Studio. There are three places to choose from: Labels, Fields, and Layouts. The following sections describe each method using fields in the Clients module, which we created in the previous section, as an example.

Editing Via Labels

  1. Navigate to Admin > Studio. Expand "Clients" and choose "Labels".
    lables
  2. From here, you can change the name of any field. If your field isn't shown, be sure to use the dropdown on the top right to choose "All Labels".
  3. For our example, change "Assistant" to "Spouse" and "Assistant Phone" to "Spouse Phone".
    rest/v11/doc_PagesFiles/5675f2fa-9c07-1e4d-9677-55028005d507/file/uploadfile?force_download=0&platform=base
  4. Click "Save & Deploy" to finalize your changes.
    rest/v11/doc_PagesFiles/8bd0928f-6de9-5b6b-ec16-550280a3780c/file/uploadfile?force_download=0&platform=base

Editing Via Layouts

You can also change the labels by editing the affected layout. For example, to change the Assistant label on editview:

  1. Navigate in Studio to Clients > Layouts > EditView and click the edit icon next to the desired field.
    rest/v11/doc_PagesFiles/c8f4ddd6-1903-71dc-095e-5502808931aa/file/uploadfile?force_download=0&platform=base
  2. Change the label and click Save.
    rest/v11/doc_PagesFiles/1e60075a-7a1b-0f65-690a-55028049f407/file/uploadfile?force_download=0&platform=base
  3. Click "Save & Deploy" to finalize your changes.
    rest/v11/doc_PagesFiles/34e73855-77c5-dfab-820e-550280a369d2/file/uploadfile?force_download=0&platform=base

Editing Via Fields

A third way to change the labels is by editing the fields themselves in Studio.

  1. Navigate in Studio to Clients > Fields and choose the desired field.
    rest/v11/doc_PagesFiles/a0f59b6b-a0a9-2ce2-c66f-55028033022b/file/uploadfile?force_download=0&platform=base
  2. Change the Display Label and click "Save".
    rest/v11/doc_PagesFiles/d7bfbe32-4a4a-dbbc-07d6-550280769dab/file/uploadfile?force_download=0&platform=base

Changing Panel Labels

It is also possible to rename the panels or field groupings in your module's editview and detailview.

  1. Navigate in Studio to Clients > Layouts > EditView and click the edit icon on the far right of the desired panel.
    rest/v11/doc_PagesFiles/3093de0c-84d6-ef15-80d9-550280e0ac28/file/uploadfile?force_download=0&platform=base
  2. Change the label and click "Save".
    rest/v11/doc_PagesFiles/5a9df091-2f5d-4bf3-28cf-55028047cf54/file/uploadfile?force_download=0&platform=base
  3. Click "Save & Deploy" to finalize your changes, then make a similar change to the detailview if desired.
    rest/v11/doc_PagesFiles/91001363-f3b5-4d4c-c994-550280e24878/file/uploadfile?force_download=0&platform=base