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Note that field labels for records and transactions on previously created custom forms do not change as result of the changes you make on the Rename Records/Transactions page. You will need to manually edit field labels on custom forms.

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To change the names of records or transactions:

  1. Go to Setup > Company > Setup Tasks > Rename Records/Transactions (Administrator).
  2.  On the Rename Records/Transactions page, the default names for records are autofilled in the fields.
  3. In the fields at the top half of the page, edit the names of relationship records to better suit your organization. For example, in the Name for Customer field, you can change Customer to Donor.
  4. Click the Transactions Names subtab.
    1. In the Name column, you can rename your transactions. For example, in the Name column of the Cash Sale row, you can change Cash Sale to Donation.
    2. In the Abbreviation column, change the abbreviation of these transactions to match the new name. For example, in the Cash Sale row, change RCPT to DON.
    3. Transaction abbreviations often show in lists of transactions, such as the Transactions subtab on relationship records, in the audit trail and on registers
  5. Click the Account Type Names subtab. In the Name column, you can change the names of your accounts in NetSuite.
  6. When you have finished renaming records, transactions, and accounts, click Save.
  7. If different languages are used in your account, go to Home > Set Preferences, change your Language preference to another language used in your account, and repeat steps 1-6.
  8. Continue this process for each language used in your account, until you have completed renaming in each language.

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