Managing tab preferences

The Customer Portfolio Tab Preferences window enables you to customize the Detail and History areas of Customers > Manage customers. You can hide tabs that you do not want to display in the Detail and History area, and you can customize the order in which the tabs display in the area.

Note: A maximum of 60 tabs can be displayed for each profile (Detail and History), which can include up to 15 multi-instance user-defined tabs. If you attempt to add more than 60 tabs to the list of visible tabs on the Detail or History tab of the Customer Portfolio Tab Preferences window, a message informs you that the 60-tab limit has been reached and that no more tabs can be displayed.

Administrators can customize the default Customer Portfolio Tab Preferences, which will determine the tabs visible to users who do not set their own tab preferences.

User-defined, multiple-instance, and activity tabs do not display by default; you must add these tabs to your tab preference profile. If you do not have a tab preference profile, you must create one (from Customers, select Manage customers, place the cursor over the Detail tabs, right-click, and select Edit Tab Preferences) to display any tabs other than the iMIS-defined default tabs. See Creating Tabs for Activity Types for more information about creating activity tabs.

Note: All user-defined, multiple-instance, and activity tabs in the Customer Portfolio Tab Preferences window display with (ACT) appended to the end of their name. For example, the Calls and Letters activities will display as Calls (ACT) and Letters (ACT) on the Customer Portfolio Tab Preferences window; however, in the History area of the Manage customers window the actual tabs will display as Calls and Letters, respectively.

More:
Customer Portfolio Tab Preferences window
Customers tab security
Customizing the default Tab Preferences