To modify a user-defined tab
- Make sure all other users exit the iMIS system.
- Back up your data.
- Using the iMIS Desktop, connect to iMIS with the MANAGER logon.
- From Customers, select Set up module > General, and click Additional Windows to open the Customer Setup – Additional Windows window.
- Click Define Windows to open the Window Designer window.
- Select the Current windows drop-down list, and select the tab you want to modify.
- Make the necessary changes:
- To add a field to the tab, select the field from the Available fields list, and click Add on the Window Designer window.
- To remove a field from the tab, select the field from the Current fields list, and click Remove on the Window Designer window.
- To reorder the fields, select the field, and click Up or Down on the Window Designer window.
- Click Save to save the changes.
- Click OK if prompted to restart iMIS.
- Click Close to close the Window Designer window.
- Exit iMIS immediately for your changes to take effect.