Change the Terms Used in INSZoom

Here's how you can change the default terms of Corporation, Client and Case to whichever term best suites your workflow.

Head to 'Setup' and then 'Settings' in the main left menu. From there, click on 'Advanced Settings':

In the search bar, type 'Org Terms' and click 'Search'. Then click on the 'Org Terms' link:

Click 'Edit' and rename the fields to your preference. Once done, click 'Save':

After a little while, you'll see the org term change reflected throughout the application.