Rename tab in Pipeline chart

Hi,

By default, it’s not possible to rename the tab inside the Sales pipeline chart using standard settings.

This kind of change would require additional development and customization on your instance.

Let us know if you'd like help involving analytics team or creating a support request for that.

Instructions how to achieve this with code would be helpful :) 

Hello Karolina,

The resources for Sales pipeline are available at the level of binary files on the site.

If you want to change the tab captions for the Sales Pipeline, you need to modify the localization files in the path Terrasoft.WebApp\ClientApp\assets\i18n (example for the Creatio application on the Net Framework) and modify the values of the ByCountBtnLabel, StageConversionBtnLabel, ToFirstStageBtnLabel keys in the FunnelWidget section.




Don't forget that when you update the site, you will need to update these values again in the files.

We understand that this may not be convenient for users, so we will register a development idea for our development team to implement an easier way to change the tab name in future versions of Creatio.

Thank you.

Hi Timothy,

Binary files are those files that are actually located on the server where the application is deployed.

Thank you, Serhii.

I am just using Creatio so I am not sure where the application is deployed.

The question above is for the site deployed in cloud