Use the options on this tab to add or move tabs in the
Employees, Equipment, and
Projects hubs and Chart of
Accounts in Accounting Settings.
Contents
| Field | Description |
|---|
| Application
|
Select the application for which you want to create or modify tabs.
|
Standard and Custom Tabs Grid
| Field | Description |
|---|
| Standard and Custom 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. On the Print Preview form, 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 grid 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 the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Insert
|
|
| Move Up
|
|
| Move Down
|
|
| Restore
|
|
| Delete
|
|
| Tab Label
|
Enter a new tab name or change the name of an existing standard or user-defined tab. The name that you enter displays on the tab and serves as a reference in other application 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 or customized SF255, SF254, and SF330
Proposals, the tab name cannot include the following symbols: !, @, (, ), `, ', [, ], {, }, or &.
|
| Tab Type
|
This field displays the tab type: Standard or Custom.
|
