Customize Tabs with the Screen Designer

Use the Screen Designer to tailor screens and tabs to meet your business requirements. When you view a tab in the Screen Designer, you may see more fields than you normally see on the tab. That is because all possible fields display, even for applications that your firm has not purchased.

You can customize tabs in the Info Center or Activity Manager.

To customize a tab, complete the following steps:

1. Display the screen (form) that you want to customize and click the Screen Designer icon at the bottom right of the screen. Ajera CRM displays the Design form for that screen. If you right-click the Screen Designer icon, Ajera CRM gives you the option to show or hide the tab sequencing for that screen.
2. Click the tab that you want to customize.
3. Design the tab to suit your company's needs.
4. Select and customize other tabs.
5. Click OK.