Add a Tab

To add a new tab to a Deltek CRM area, go to the Fields & Tabs tab in the Customization area of the Configuration workspace.

You can add your own tabs to the Opportunities, Companies, and Contacts areas. To display a new tab, you must assign at least one field to the tab, and you must log out and log back in.

To add a new tab to an area, complete the following steps:

1. In the Configuration workspace, click on the left edge of the Deltek CRM page to go to the Customization area, and click the Fields & Tabs tab.
2. Click in the first field and select the area (Opportunities, Companies, or Contacts) in which you want to add the tab.
3. Click Manage Tabs at the top of the TAB column in the grid. The Manage Tabs dialog box displays the existing tabs for the area.
4. Scroll to the bottom of the list of tabs, and click + Add Tab.
5. Enter the name of the new tab in the blank field that appears.
6. If you want the tab to be in a different location in the tab sequence, hover over or click the row, and click and drag at the end of the row to move the row.
7. Click Save.