Customers tab security

User access to tabs is controlled by:

  • iMIS module licensing - A module-specific tab can only be used if the iMIS installation is licensed for that module.
  • iMIS authorization levels - A module-specific tab can only be used if the user has the appropriate module-specific authorization level.
  • iMIS access keywords - A keyword-protected tab can only be used if the user has been assigned the appropriate keyword.

The rules governing tab availability in Customers > Manage customers determine tab availability in the Customer Portfolio Tab Preferences window.

A/R Cash, Billing, Events, Exhibition, Exposition, Orders, and Fundraising tabs

These tabs require users to have a module-specific Authorization Level of 1 or higher.

Label Preferences tab

This must be set up by your administrator.

Salutations and Role tabs

This must be set up by your administrator.

Call, Letters, and Fundraising tabs

This must be set up by your administrator.

User-defined tabs

User-defined tabs can be hidden by your administrator.

To open the Customer Portfolio Tab Preferences window

  1. From the Detail section:
    • Open a record in the Manage customers window.
    • Right-click in the Detail section's tab-strip to display the right-click menu. If a record is not loaded in the Manage customers window, you will not be able to open the right-click menu from the Detail section's tab-strip.
    • Select Edit Tab Preferences from the list to open the Customer Portfolio Tab Preferences window.
  2. From the History section:
    • Right-click in the History section's tab-strip to display the right-click menu (a record does not have to be loaded).
    • Select Edit Tab Preferences from the list to open the Customer Portfolio Tab Preferences window.

To customize tabs in the detail and history areas

  1. Open the Customer Portfolio Tab Preferences window.
    • Place your cursor over the Detail tab and right-click.
    • Select Edit Tab Preferences.
  2. In the Customer Portfolio Tab Preferences window, click the Detail or History tab to configure tab preferences for the appropriate area of the Manage customers window.
  3. Select the tab item(s) from the Other Available Detail Tabs or from the Other Available History Tabs list that you want to display in the Manage customers window.

    4. Note: Press Ctrl or Shift to make multiple selections.

  4. Select the Left-arrow button to move the selected tab item(s) to the bottom of the Visible Detail Tabs or Visible History Tabs list, or double-click to move tab items individually.