Within Soffront CRM, you can customize the display title for any object record to better suit your business needs. This is done via the Record Title setup under Customization in the settings menu.
How to Configure:
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Select the Object Name (e.g., Accounts, Contacts, Opportunities) from the dropdown.
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From the Available Fields list, choose the desired field to display as the record title.
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To add a field to the selected list, either:
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Click the right arrow button, or
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Double-click the field name.
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Note: You can only select one field at a time as the record title—multiple fields cannot be combined.
Example:
For the Accounts object, selecting the Company field as the record title will display the company name as the main identifier for each account record.
This allows users to have clearer, more meaningful titles that are aligned with their business terminology and enhance navigation