← ClaudeAtlas

myb-p-rename-termslisted

Rename CRM entity terms to match a customer's domain language in MyBusiness CRM. Use this skill whenever a customer needs to change how entities are labeled - for example renaming 'מכירה' (Sale) to 'פרויקט' (Project), 'לקוח' (Account) to 'משתתף' (Participant), or 'פנייה' (Case) to 'קריאה' (Call). Triggers on requests like: 'שנה מכירה לפרויקט', 'rename sales to projects', 'התאמת מונחים', 'שינוי שמות ישויות', 'the customer calls sales projects', 'העמותה קוראת ללקוחות משתתפים'. Also use when a customer says their terminology is different from the CRM defaults, or when localizing the CRM for a specific industry vertical.
AviMYB/mybusiness-plugins · ★ 2 · AI & Automation · score 63
Install: claude install-skill AviMYB/mybusiness-plugins
# MyBusiness CRM - Rename Terms / שינוי מושגים This skill renames entity display labels across the entire CRM UI using native platform tools that modify the HTML and system dictionaries directly. No JavaScript overrides are used — all changes are permanent, immediate, and have no "flash" of old text. ## IMPORTANT: No JS Overrides **Do NOT use `Edit-Page-CSS-JS` with jsCode for term replacement unless the user explicitly approves it.** Always exhaust the native tools first: 1. **`Set-Terminology-Dictionary`** — System-wide terminology mapping used by JS files 2. **`Replace-Terms`** — Direct HTML text replacement in any page 3. **`Edit-Page` with `change-existing-field-label`** — Permanent field label changes in forms 4. **`Set-Menu-Items`** — Menu item title changes 5. **`Add-Edit-Text-Element`** — Edit specific text/title elements on pages Only if a specific text cannot be changed by any of these tools (which is rare), ask the user for permission to use a JS override as a last resort. ## What the User Provides 1. **Which entity** to rename (Sale, Account, Case, Task, Activity, Contact) 2. **New singular term** in Hebrew (e.g., "פרויקט") 3. **New plural term** in Hebrew (e.g., "פרויקטים") If the user only gives singular, derive the plural (or ask). ## Default Term Mapping | Entity | Class Name | Singular | Plural | |--------|-----------|----------|--------| | Sale | Sales | מכירה | מכירות | | Account | Accounts | לקוח | לקוחות | | Case | Cases | פנייה | פניות | | Tas