You can add a new Custom Tab for Customers, which is displayed as a tab on the CONFIGURE CUSTOMER page. You can also view or modify the existing Custom Tabs.
To add a Custom Tab:
- Select Admin > Basic > Customers > Custom Tabs.
- On the CUSTOMER CUSTOM TAB page,click ADD NEW on the ACTIONS panel.
- Provide a Tab name, description for the Tab, and select the Active check box so that the Custom Tab is available on the CONFIGURE CUSTOMER page.
- Click SUBMIT. A new Custom Tab is configured.
Figure: CUSTOMER CUSTOM TAB page
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the CUSTOMER CUSTOM TAB page.
SHOW LIST
Click SHOW LIST to display the LIST table showing all the Customer Custom tabs configured for Customers.
Figure: CUSTOMER CUSTOM TAB page: List of Customer Custom Tabs
- To edit a Customer Custom Tab value, click the Tab Name. Make appropriate changes and click SUBMIT.
To display the inactive Customer Custom Tab values, click the Include Inactive check box.
Note:
When the Customer Custom Tab are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Customer Custom Tab.
References
To add Customers, see Adding Customers.