In SupportLogic, it is possible to rename the Agent Insight and Customer Insight pages to reflect your organization's terminology in a better way. Follow the below steps:
- Navigate to Control Center > Settings > Site Defaults.
- Scroll down to the
Application Settings section.
- Click the "Customize" button next to the "Agent Insight" or "Customer Insight" label.
- Type in the desired name to be displayed in the SupportLogic UI. For example, you can change "agent" to "engineer" or "customer" to "client".
- Optionally, you can change the label from "case" to "ticket".
- Click the "Save" button to apply the changes.
Please refer to the following GIF video for a demonstration of how to make these changes in the application settings:
After making these changes, the updated names will be displayed throughout SupportLogic.
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