Articles in this section

Your Company’s Lexicon

BigTime is pre-configured to speak your industry's language, customizing the way it refers to clients, projects, teams, tasks and more to fit the way your industry works.

If your firm would like to adjust those settings, you can edit the lexicon in your company settings to teach BigTime how to refer to items within the system.  This article will show you how to update and customize your lexicon.

 

1. Go to the MY COMPANY.. MY COMPANY to view your company's overall settings.

mceclip0.png

 

2. At the top of the settings window, you'll see multiple tabs, one of which is labeled LEXICON. Opening that tab will display your company's lexicon settings.

mceclip2.png

As you can see, this firm has been configured so that "projects" are called "account teams."  This means that BigTime's menus, help files, screens and notifications will all use the term "account team" in place of "project."

Tip: Since these terms will appear throughout the system in menus and picklists, it's best to keep it simple.  Especially with Task, Project and Client - try to keep your firm's lexicon to less than 10-15 characters, and single-word values are best.

Was this article helpful?
0 out of 1 found this helpful

More Resources