Record Tabs

Each record in CRM has a series of tabs that shows different types of information about the record or associated records.

You are able to customise the tabs that appear on records. If you change the configuration of tabs, this applies only to you and not to other Users.

Viewing other tabs

In some cases, not all available tabs are visible at once.

You can reveal more tabs by clicking on the blue circle, which will display a list of other available tabs – just click on any tab to display it.

Customising tabs

Users can customise the tabs that show on records by removing tabs they don’t want to see and re-ordering tabs. If you change the configuration of tabs, this applies only to you and not to other CRM Users.

Click on Edit Tabs to display a box that will allow you to edit the tabs on the record.

To hide a tab, de-select the checkbox next to it. The tab will no longer be visible.

To show a tab that is not currently visible, ensure the checkbox next to it is ticked.

To reorder the tabs, click on the dots to the left of the tab name (next to the checkbox) and drag the tab name into a new position on the list.

If you move a tab higher up the list, it will show further to the left in the tab area.

If you move a tab lower on the list, it will show further to the right in the tab area.