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Customer experience | Sales, Customer Insights,...
Unanswered

Change display name of record type in timeline filter pane

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Posted on by 287

Hello!

I'm setting up a Sales module for a customer, and the translation to another language makes the connection between certain elements a bit confusing.

In the timeline under an account or contact, you can filter after notes, posts and so on.

Let's take this as an example:

pastedimage1681383393905v1.png

I want to change the "Notes" label to something else. 

How can I achieve that goal?

  • Hagru Profile Picture
    287 on at
    RE: Change display name of record type in timeline filter pane

    That's the conclusion I came to as well, but I thought it was worth asking just in case. Thank you for your answer.

  • Verified answer
    Sayen Zhang Profile Picture
    on at
    RE: Change display name of record type in timeline filter pane

    Hi partner,

    I'm afraid it is not available for now to change the display name of record type in timeline filter pane.

    Timeline feature is out of the box, so we are not supported to change the record type’s display name in the timeline filter pane or notes’ display name.

    pastedimage1681443340272v1.png    pastedimage1681443350646v2.png

     

    Best Regards,

    Sayen Zhang

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