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Window Designer window

From Customers, select Set up module> General, click Additional Windows, and click Define Windows

Current windows

This field displays a drop-down list of current custom window tabs.

Access keywords

(Optional) Use this field to enter access keywords. Keywords prevent unauthorized users from entering data on the custom window tab. See Limiting Access and/or Hiding Custom Window Tabs for additional information. Select the Find icon to look up defined keywords.

Table

(Display only) This field identifies the table used with the custom window tab.

Number of Columns

(Required for single-instance customer window tabs) Use this field to specify the number of columns to display for a single-instance, custom window tab.

Current fields

This field lists all of the fields that will display on the custom window tab.

Available fields

This field lists all of the fields that are available but not displayed on the custom window tab.

Add button

Used to move the selected field from the Available fields list to the Current fields list.

Up/Down buttons

Click these buttons to move the selected field's placement up or down in the Current fields list.

Remove button

Used to move the selected field from the Current fields list to the Available fields list.

Prompt

Use this field to enter the field label that will display on the window tab.

New row

Enable this option if you want the field to display in a new row in the custom tab.

Read only

Enable this option to allow users to view but not edit a custom window tab's data.

Show window fields on customer profile

Enable this option if you want all of the Current fields displayed when you print a customer's profile.

See Also

Creating a Custom Tab

To create a custom tab

To modify a custom tab

To delete a custom tab

To display custom window fields in customer profiles


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