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To customize tabs in the detail and history areas

  1. Open the Customer Portfolio Tab Preferences window.
    1. Place your cursor over the Detail tabs and right-click.

      The right-click menu is displayed.

    2. Select Edit Tab Preferences.
  2. In the Customer Portfolio Tab Preferences window, click the Detail or History tab to configure tab preferences for the appropriate area of the Manage customers window.
  3. Select the tab item(s) from the Other Available Detail Tabs or from the Other Available History Tabs list that you want to display in the Manage customers window.

    Note: Press Ctrl or Shift to make multiple selections.

  4. Select the Left-arrow button to move the selected tab item(s) to the bottom of the Visible Detail Tabs or Visible History Tabs list, or double-click to move tab items individually.

See Also

Managing Tab Preferences

Customer Portfolio Tab Preferences window

Customer Portfolio tab security

To open the Customer Portfolio Tab Preferences window


ASI logo 10.6 Production Release. Updated 2/3/2006 12:38:17 PM
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