Riva CRM Integration - Documentation and Knowledge Base

How to Rename the Base Module Folder Names

Article ID: 393
Last updated: 26 Oct, 2015

Most CRM provide the ability to rename a specific module. An example of this would consist in changing the Leads modules name to Prospects to better reflect specific business naming or processes.

How to Change the Folder Names

Use an App.Setting that allows any module name to be overwritten.

Follow these instructions to create your initial App.Setting file and add these lines.

The following keys can be applied at the connection or sync policy level. Each module has two specific key/value pairs that identify the plural and singular names for the module.

The key format is: 


The list of available module names is:

  • Contact
  • Organization
  • Appointment
  • Task
  • Note
  • Opportunity
  • Phone_Call
  • Case
  • Bug
  • Email
  • Project_Task
  • Quote
  • Issue
  • Document
  • Order
  • Invoice
  • Group
  • SystemUser
  • Lead
  • Competitor
  • Partner
  • Service_Appointment
  • Event
  • Project


An example of an App.Setting file renaming the Project module to Job:

<?xml version="1.0" encoding="utf-8"?>

    <add key="Sync.Crm.ModuleDisplayName.Plural.Project" value="Jobs" />
    <add key="Sync.Crm.ModuleDisplayName.Singular.Project" value="Job" />

Article ID: 393
Last updated: 26 Oct, 2015
Revision: 2
Views: 6720
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