Custom Naming allows you to personalize how various items are labeled across your Copilot account. For example, you can rename “Customers” to “Clients” or “Invoices” to “Bills” based on your preference.
How to Access Custom Naming
Click the gear icon located at the top right corner of the screen.
Click the Custom Naming tab.
How to Change Names
On the Custom Naming page, type your preferred names for items in the provided text boxes.
Once you have entered your changes, click anywhere outside the text box to save them.
Important Note
When you update a name using Custom Naming, it will be reflected everywhere in Copilot. Changes are saved automatically when you click outside the text box.