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How to rename the Agent and Customer labels

Modified on Thu, 16 Nov 2023 at 08:37 AM

In SupportLogic, it is possible to rename the Agent Insight and Customer Insight pages to reflect your organization's terminology in a better way. Follow the below steps:

  1. Navigate to Control Center > Settings > Site Defaults.
  2. Scroll down to the 

    Application Settings section.

  3. Click the "Customize" button next to the "Agent Insight" or "Customer Insight" label.
  4. Type in the desired name to be displayed in the SupportLogic UI. For example, you can change "agent" to "engineer" or "customer" to "client".
  5. Optionally, you can change the label from "case" to "ticket".
  6. Click the "Save" button to apply the changes.

Please refer to the following GIF video for a demonstration of how to make these changes in the application settings:

After making these changes, the updated names will be displayed throughout SupportLogic.


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