Customize Tabs with Screen Designer (Desktop)

Use Screen Designer in the desktop application to customize tabs in the Projects, Employees, and Equipment hubs and the Chart of Accounts in Accounting Settings.

All possible fields display in Screen Designer, even for applications that your firm has not purchased, so you may see unfamiliar fields.

To customize a tab:

1. In the desktop application, display the screen (form) that you want to customize, and click the Screen Designer icon at the bottom right of the screen. The Design form for that screen displays. If you right-click the Screen Designer icon, you can then 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.