Custom field names

CustomMadeExciting news! From Exergy Release 22 the in-house developer can change fields names and headings on certain forms in Exergy. This means that our clients can use their own naming conventions and use tailor made field names to suit them.

These field names / headings can now be customised by the in-house developer of our clients:

  • ‘Component’ tab grid of the ‘Policy Structure’ window
  • client roles on the ‘Client View’ window

CustomiseFieldNamesYou can access the ‘Component’ tab from the ‘Policy Structure’ window > select the
contract > Component tab

You can access the ‘Client View’ window from the ‘Policy Structure’ window > select the contract > Clients tab > View Client Role button > ‘Client Role Properties’ window