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Change a Field Name, Column Name or System Phrase

Comments

13 comments

  • Sean Tame

    Hi Marsha Hovers,

    Those descriptions are created/maintained in the Opportunity Type.

  • Maggie U.

    Hi Marsha Hovers,

    Make sure you are looking under System Access Privileges off the Main Menu rather than the Access Privileges screen. There are two different menu options but this access privilege is only available from the System Access Privileges screen.

    Thanks!

    Maggie 

  • Maggie U.

    Hi Marsha,

    You are using v20 so version isn't an issue.

    To get to the Edit Layout screen, you need to navigate to the screen that has the field you want to change. We'll use the Market Segment field on the Add/Edit Account screen for an example:

    1. Click the Accounts - Event Sales link from the Main Menu. The Event Accounts | Event Sales screen opens.

    2. Right-click on any account and selected Edit. The Edit Account screen opens.

    3. In the lower right corner, you should see an Edit Layout link:

    That opens the Edit Layout screen for the Add/Edit Account screen. This Edit Layout link is available on screens throughout Ungerboeck so just navigate to the screen that has the field you want to change, click the Edit Layout link and then you can proceed with changing the field name.

    If you don't see the Edit Layout link, then you need to update the Allow Modification of Layout by Theme system access privilege (in the same screen that you used for the Allow Editing of Dictionary Phrases By Window privilege). Make sure you are assigned to the privilege and you are assigned to the Theme for your user. You can see your theme by clicking on your user name at the top right and selecting User Settings. Locate the Theme drop-down and see which one is assigned to you.

    I know that is a lot of information so let me know if you need more help!

    Thanks,
    Maggie

  • Marsha Hovers

    Hi,

    I believe we are still using V19 of UB. I can't seem to find: "Allow Editing of Dictionary Phrases by Window" in the "access privileges" menu. Should I be looking elsewhere or for a different phrase?

    Thanks

    Marsha

  • Marsha Hovers

    Thanks Sean & Maggie. I will delve deeper into the opportunity types a bit more! And thanks for sending me the course link. Appreciate your assistance with this.

    Best,

    Marsha Hovers

  • Marsha Hovers

    Got it thanks! Is there a way to get the 'Edit Layout' screen? As I still can't seem to change any fields. Would the attached text be a concern? Not sure what version we are in.

    Thanks

  • Marsha Hovers

    Hi Maggie,

    Thank you very much for your help. Very helpful. I wasn't assigned to any of those privileges and was able to change them around so I now have access.

    What does a particular "Theme" determine for me?

    I was able to edit some of them but not the ones which have "(user fields)" next to them. How do I change these?

    Apologies for the long thread and questions. This has been very helpful!

     

    Best,

    Marsha Hovers

     

  • Maggie U.

    Hi Chris,

    There are some changes made to dictionary phrases in v30.96C. Talking with the team here, sounds like someone was able to work with you on getting the changes you need. Let me know if there is anything additional  you run across.

    Thanks!

    Maggie

  • Maggie U.

    Hi Leo,

    The phrase is only changed in the dictionary that is assigned to you so make sure your users are using the same dictionary you are using.  You can see the dictionary assigned to your users by showing the Dictionary column on the Users screen. 

    Thanks,

    Maggie

  • Leonardo Tinti

    Is it possible to change the name of a Field Name for all the users? I tried this procedure but it changes the Field Name just for myself, not for all the users.

     

  • Leonardo Tinti

    Thank you very much!!

  • Chris Hunjas

    In v30.96C - noticed that my dictionary phrases have reverted back to their original names.  When I go in to change them to our user phrases, they are there but are not applying.

    I have confirmed that I am assigned the Minneapolis Convention Center Dictionary (26).

    Am I missing something here????

  • Maggie U.

    Thanks Sean for helping out! Marsha Hovers, Sean is correct - you change those descriptions from the Opportunity Types screen.

    Themes allow you to customize the fields that display on screens throughout Ungerboeck. For example, your organization might have a Sales Theme that has fields specific to the Sales Team available to them on the Add/Edit Event screen. Your organization might also have an Operations Theme that has fields specific to the Operations on the Add/Edit Event screen. You then assign a theme to each user so they have the screens laid out in the way that works best for them.

    We do have a great System Administrator course coming up in AP that dives into the details of themes, controlling system access, using dictionaries, etc. if you are interested in learning more! Here's the link with more information - https://ungerboeck.com/instructor-led/course--application-administration-ap-0920.

    Let us know if you have any more questions. We are happy to help!

    Thanks,
    Maggie

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