To open the Customer Portfolio Tab Preferences window
- From the Detail section:
- Open a record in the Manage customers window.
- Right-click in the Detail section's tab-strip to display the right-click menu. If a record is not loaded in the Manage customers window, you will not be able to open the right-click menu from the Detail section's tab-strip.
- Select Edit Tab Preferences from the list to open the Customer Portfolio Tab Preferences window.
- From the History section:
- Right-click in the History section's tab-strip to display the right-click menu (a record does not have to be loaded).
- Select Edit Tab Preferences from the list to open the Customer Portfolio Tab Preferences window.