Records
Records in Blue are flexible and can be used for many purposes, such as tracking customer interactions, sales, project milestones, or inventory. This adaptability allows you to customize Blue to meet your business needs, making it a valuable tool for organizing important information.
Renaming Records
You can easily rename records in Blue to fit your needs. Just go to Project Settings and change the names to whatever you like, such as tasks or assignments. This change will apply throughout the project.
Here are some examples of names you can use for records:
- Task / Tasks
- Assignment / Assignments
- Step / Steps
- Issue / Issues
- Ticket / Tickets
- Lead / Leads
- Deal / Deals
- Case / Cases
- Opportunity / Opportunities
- Client / Clients
- Product / Products
- Order / Orders
Remember to include both the singular and plural forms of your chosen names. This helps the system display the correct term based on the context.
Customizing record names allows you to use terminology that fits your industry or personal preferences, making the platform easier and more intuitive for your team.
Records can represent a wide range of entities, such as:
- Customer interactions
- Sales records
- Project milestones
- Inventory items
This flexibility ensures that Blue can be tailored to fit diverse business processes and operational needs, making them a powerful tool for organizing and managing critical data.
We cover records in detail in their own section: