How to change org terms for corporate/client/case to Client/applicant and matter?
This article will guide you on how to change org terms.
How do I change org terms for corporate/client/case to Client/applicant and matter?
Follow the below steps to change the Org Terms:
- Navigate 'Setup' (left menu) and click 'Settings'.
- Go to 'Advanced Settings and search “Org Terms” in the search box.
- Click 'Org Terms'.
- Click 'Edit' and update the info.
- Click 'Save'.