Choose Workspace Terminology
Terminology changes the labels people see across Brixi. For example, a workspace can use a business-specific name for contacts or deals while keeping the same workflows.
Entry pointAdmin → Settings → Workspace → Terminology
Who Can Do This
Account admins and CRM admins can edit these workspace-wide labels.
Update the Labels
- Open Admin → Settings, choose Workspace, then select Terminology.
- Review the singular and plural labels for Contact, Task, Deal, Product, Brand, and Meeting. Real estate workspaces may also show Appointment.
- Enter both forms for each label you change. Use short words that agents recognize in menus and buttons.
- Select Save. Brixi should show Workspace settings saved.
- Refresh a record list or menu to confirm the new wording appears where expected.
The same Workspace page also includes Desktop login IP restriction. See Restrict Desktop Login by IP before changing that security setting.
Common Issues
| Issue | What to check |
|---|---|
| Save asks for missing labels | Every displayed terminology item needs both singular and plural text. |
| A label seems unchanged | Refresh the affected page and confirm you saved the intended workspace. |
| A label is absent | Some labels, including Appointment, depend on the workspace's business type. |
Contact Brixi support if the labels save successfully but remain unchanged across the web and mobile apps after refreshing. Include the label you changed and where the old wording still appears.
Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.