How to Rename Royalty and My Royalties (Unit)

Soffront CRM provides flexible customization options, including the ability for users to rename key desktop menu items. This can help tailor the CRM interface to better fit your organization’s terminology and workflows.

Overview

Previously, we weren’t able to rename the “Royalty” or “My Royalties” menu items — but now you can rename them to something else, based on your preference.

As example:

• Royalty renamed to Results

• My Royalty (under Units) renamed to My Results

Renaming these menu items allows for a more intuitive user experience and reflects the specific business language your team uses.

Steps to Rename Desktop Menu Items

For Franchisor (Main Admin) Menu

1. Navigate to Desktop Menu Settings
   Go to:
   Settings → Customization → Desktop Menu.

2. Select Menu to Edit
   Choose the menu layout you want to edit (usually Default Menu).

3. Locate the Item to Rename
   In the menu columns (e.g., Management, Sales, Marketing), find the menu item named Royalty.

4. Rename the Menu Item
   Double-click the name “Royalty” and enter your preferred term, such as Results.

For Franchisee (Unit) Menu

1. Login as Unit User
   Access the CRM with the credentials of the specific unit/franchise.

2. Access Desktop Menu Settings
   Navigate to:
   Settings → Customization → Desktop Menu.

3. Locate the Item to Rename
   Find the menu item My Royalty under the Unit’s desktop menu options.

4. Rename the Menu Item
   Double-click My Royalty and update it to your preferred term, e.g., My Results.

5. Save Changes
   Confirm the update by saving your new menu label.

   

Additional Notes

• This renaming feature is user-friendly and immediate, requiring no technical knowledge.

• Renaming menu items helps align Soffront CRM terminology with your company’s internal language and improves clarity for your users.

• Changes to the desktop menu affect only the menu labels; they do not alter any functionality behind these menu items.