Use the Tabs tab to add or modify standard tabs and user-defined Info Center tabs. When you add a user-defined Info Center, a General tab is added for the new Info Center.
Contents
| Field | Description |
|---|
| Application
|
Select the application for which you want to create or modify tabs. This list includes standard and user-defined Info Centers.
|
| Type
|
This field is based on the selected
Application. An application that is shipped with
Ajera CRM displays as a
Standard type. A user-defined application displays as a
Custom type.
|
Tabs Grid
| Field | Description |
|---|
| Tab Label
|
This field displays the names of standard and user-defined tabs for the selected application. If you enter a user-defined Info Center, a General tab is added. Enter a new tab name or change the name of an existing standard or user-defined tab. For the first user-defined tab, the default label is
General. You can assign a label to all other user-defined tabs.
The name that you enter displays on the tab and serves as a reference in other
Ajera CRM areas. You can modify these names at any time.
The following guidelines apply when you add or modify tab names:
- Tab names must begin with a letter, not a number.
- If data from this user-defined tab is to be merged throughout Custom Proposals, the tab name cannot include the following symbols: !, @, (, ), `, ', [, ], {, }, or &.
- When a new user-defined Info Center is added, a General tab is added to this list. You can rename the tab or change its order as needed.
|
| Tab Type
|
This field displays the tab type. Tabs shipped with
Ajera CRM default to
Standard. New, user-defined tabs default to
Custom.
|
iAccess Business Development Space grid
This section is only displayed for the following applications:
- Opportunities
- Clients
- Vendors
- Contacts
| Field | Description |
|---|
| Tabs drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Tab Name
|
Use this field to assign a name to the user-defined tab for the iAccess Business Development Space.
|
Mobile CRM grid
This section is only displayed for the following applications:
- Opportunities
- Clients
- Vendors
- Contacts
| Field | Description |
|---|
| Misc. Section drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Tab name for User Defined Fields
|
Use this field to assign a name to the user-defined tab for Mobile CRM.
|
