Manage Tabs Dialog Box

Use the Manage Tabs dialog box to add new tabs to the Business Development workspace and to rename, reorder, or delete existing tabs.

Location

To display the Manage Tabs dialog box, 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 a new tab or manage existing tabs.
3. Click Manage Tabs at the top of the TAB column in the grid.

Contents

Field	Description
Tab	The grid displays the existing tabs for the area that you selected on the Fields & Tabs tab. The tabs display in the list, from top to bottom, in the same order that they appear, from left to right, in their area of Deltek CRM. To rename a tab, click the tab's row and enter the new name in the edit field.
+ Add Tab	To add a new tab, scroll to the bottom of the list, click + Add Tab, and enter the tab name in the blank field.
	To delete a tab, hover over or click the tab's row, and click . You can delete custom tabs that your firm has added, but you cannot delete standard tabs. Before you can delete a custom tab, however, you must remove all fields from that tab.
	To move a tab to a different location in the tab sequence, hover over or click the tab's row, and click and drag at the end of the row to move the row up or down.
Save	Click Save to save your changes and close the dialog box.
Cancel	Click Cancel to discard any unsaved changes and close the dialog box.