Modules and terminology
Both live under Settings → General.
Modules
Section titled “Modules”A module that is off does not exist for the workspace: its pages, its API routes, its tools for connected assistants and its workflow actions are gone, and its data is kept. Switch it on again and everything is back.
| Module | Default |
|---|---|
| Billing (quotes & invoices) | on |
| Sales (Leads and Deals) | on |
| Email inbox | on |
| Reports | on |
| Custom entities | on |
| Webhooks | on |
| Capacity planning | off |
| Resources & bookings | off |
A role can additionally deny modules to its members, see Invite your team.
Terminology
Section titled “Terminology”Under Terminology, enter your own word for each main concept in English and German, for example engagement instead of project for a consultancy, or order and variation for an engineering firm. Leave a field empty to keep the built-in word. Save terminology applies the words across the app, including navigation, lists and documents.