GiftAider Amplify can let an organisation display familiar names for some CRM entities and fields. Agree the wording with your team before changing labels that appear in shared screens, reports or training material.

Before changing a label

1. Use an account with access to your organisation’s administration settings.
2. Record the current label and where it appears.
3. Choose a short replacement that has the same meaning.
4. Tell affected users about the planned change.

Make and check the change

1. Open the available custom-names or terminology settings in Amplify.
2. Select the item to rename, enter the approved wording and save.
3. Refresh the relevant screen and check the new name appears without hiding the field’s purpose.
4. Check a related form, list and report if the item appears in more than one place.

If you need to reverse it

Use the recorded original label, save it again and refresh the affected screens. Confirm that users can still find the same records. A display-name change should not be treated as a change to historic donation or claim data.

Good practice

Change one label at a time, avoid ambiguous names and update any screenshots or internal instructions your team uses. If the setting is not visible to you, ask your administrator or GiftAider support rather than trying another user’s login.

Related guidance

• Amplify custom required fields
• Amplify custom attributes

Last updated on: October 5, 2026