Users with the Administrator role can change the names of their records and transactions from the NetSuite default names to names that fit the terminology of their company on the Rename Records/Transactions page. On this page, users can also change the names of account types used in NetSuite.
Points to be Noted
- Name changes made in the Rename Records/Transactions page apply to the Language preference you currently have set at Home > Set Preferences only, not to every language. You need to reset your Language preference to each language that your account uses and repeat the renaming process. If you do not rename records and transactions with a language set as the preference, users in your account will continue to see the original Record/Transaction names when they set that language as their preference.
- Field labels for records and transactions on previously created custom forms do not change when you make changes on the Rename Records/Transactions page. You will need to manually edit field labels on custom forms.
- Name changes are applied to standard NetSuite element names (standard records, transactions, and page names), but not to elements you have customized. For example, the standard entity record named “Customer” is renamed “Client”. In this account, you could also have a custom center tab named “Customer”. The name change will not be applied to this custom element.