Managing Custom Fund Profile Field Labels
Balance gives users the ability to relabel/rename various Fund Profile fields to better suit your organization's needs.
- To manage custom labels, navigate to Administration on the left side panel. Select 'Manage Custom Labels'.
- Here you'll see all of the fields that can be relabeled on 4 separate tabs. Make your updates then hit 'Save changes'.
Custom labels will reflect on reports, import templates, and several other locations within your database.
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