To modify a user-defined tab

  1. Make sure all other users exit the iMIS system.
  2. Back up your data.
  3. Using the iMIS Desktop, connect to iMIS with the MANAGER logon.
  4. From Customers, select Set up module > General, and click Additional Windows to open the Customer Setup – Additional Windows window.
  5. Click Define Windows to open the Window Designer window.
  6. Select the Current windows drop-down list, and select the tab you want to modify.
  7. 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.
  8. Click Save to save the changes.
  9. Click OK if prompted to restart iMIS.
  10. Click Close to close the Window Designer window.
  11. Exit iMIS immediately for your changes to take effect.