Update Verbiage in CRM

Objective: This SOP provides step-by-step instructions for Royal Executive Assistants to update and replace specific words within the CRM.

Step 1: Access the CRM and Open the Translation Menu

1. Log into the CRM with the appropriate credentials.
2. Open the Fly-Out Menu.
3. Select Translation.

Step 2: Enable Translation Mode

1. Locate the Enable Translation toggle.
2. Turn it on to group all available translations together.

Step 3: Search for the Word to Replace

1. Use the search bar to locate the word to be replaced (e.g., 'company').
2. Click Hide Empty to focus only on fields containing the word.

Step 4: Replace the Word

1. Select the entry containing the word.
2. Replace 'Company' with 'Firm' or the specified replacement.
3. Important:
   • Maintain original spacing and capitalization.
   • If the word is capitalized in the original, the replacement should be as well.

Step 5: Save Changes

1. Click Save after making each change.
2. Repeat the process for all instances of the word.

Step 6: Verify the Changes

1. Reopen the translation menu.
2. Search for the word again to confirm the count has decreased.
3. If the word still appears, double-check for any missed instances.

Best Practices:

• Make changes slowly and accurately.
• Double-check spelling, capitalization, and spacing.
• Communicate with the client if clarification is needed.