Renaming Plaintiffs and Profile Form

Plaintiffs in Global Properties can be renamed to suit your company’s terminology without affecting functionality. For example, an insurance company might change "Plaintiffs" to "Claimants," a talent agency could use "Actors," and a trucking company may prefer "Members." This adaptability ensures that client information remains organized and easily accessible.

Let’s look at an example of how an insurance company would rename “Plaintiff”.

To rename “Plaintiff” across Clarra:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Plaintiff”
• Press “Rename”
• Write the new term, “Claimants”, in “Change To”
• Select your preferred Icon Design
• Press “Save”

You can rename the “Profile Form” to suit your company’s preferences, aligning it with the specific uses and Custom Fields you create.

To rename Profile Form across Clarra:

• Click on your Profile Icon and select “Properties” in the dropdown menu
• Go to the “Global” tab
• Select the three dots to the right of “Profile Form”
• Press “Rename”
• Write the new term, “Claim Info”, in “Change To”
• Press “Save”