Localizing entities and activities

You can localize entities and activities in NexJ CRM to display captions in a user's preferred language.

Note: An entity is an object in NexJ CRM that represents a person (such as a user, contact, or lead) or an organization of individuals (such as household, company, or department). In addition, it can represent an investment account. When Capital Markets functionality is enabled, entities can also represent institutions, sectors, and funds.
Note: You must have the appropriate privileges to localize entities or activities.

Localize entities and activities by editing the entity or activity and selecting a locale. You can then enter caption translations for the selected locale.

You can localize captions for the following entities and activities:
  • Activity Plans
  • Business Processes
  • Categories
  • Client Coverage Groups
  • Contact Center Reasons
  • Custom Fields
  • Event Coverage Groups
  • Lists
  • Notifications
  • Opportunity Coverage Groups and Templates
  • Products
  • User Lists

To localize an entity or activity:

  1. In the Customize workspace, navigate to the tab for the entity or activity you want to localize.
  2. In the list of entities or activities, select the entity or activity to localize.
  3. In the Details tab, click the Edit button .
    To view existing localized captions, select a locale in the Locale field. Field values for the entity or activity update to display the selected language.
    The Edit dialog opens.
  4. Select a locale in the Locale field.
  5. In the fields, provide captions for the selected locale.
    For example, to localize a custom field for the French language, enter French captions in the Name and Descriptions fields.
  6. Click OK.
    The Edit dialog closes.
The entity or activity is localized. When a user changes their locale, the entity or activity displays captions in the language for the selected locale.