Customizing the default Tab Preferences

The Load default button is visible only to an administrator with a system management level of 8 or higher, and only when the administrator's own profile is loaded. If the default profile is currently loaded, the window title is System Default Tab Preferences and Load personal appears in place of Load default. (Selecting Load personal reloads the administrator's personal profile.)

To customize the default Tab Preferences profile

  1. Go to Customers.
  2. Right-click the top of the Details or History pane.
  3. Select Edit Tab Preferences.

    4. The Customer Portfolio Tab Preferences window opens and the administrator's own profile is loaded.

  4. Switch to the default profile by selecting Load default.
  5. Edit the default settings.
  6. Select Save.
  7. Restart iMIS for your changes to take effect.