Creating Custom Glossaries

Creating a custom glossary enables users and businesses to apply their own terms within the application.

1. Expand Reference Data within the navigation menu, open Custom Glossaries page.
2. On a new row, create a Name for the custom glossary.
3. Tabs will appear at the bottom, open Terms detail grid.
4. Specify the field to change, e.g. to change the field of 'Sender Reference', the key will be 'Grid - Fields - senderReference'.
5. Select Culture Code, and key preferred text, e.g. Con Note in Text field.
6. Repeat steps as desired.

Assigning Users to Custom Glossaries link arrow_upward

1. Select a Custom Glossary, Tabs will appear at the bottom, open Glossary Users detail grid.
2. Add user by typing the email address in the user field.
3. Tick 'Is Super' to allow the user to make changes and add other users to the custom glossary.