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Manage customers window - User-defined tab

From Customers, select Manage customers, find customer record, and select user-defined tab

User-defined tabs can be displayed in the Detail area on the Customer Portfolio. Multi-instance tabs are shown first, followed by single-instance tabs in the order they set up by your administrator.

User-defined tabs with values in Only applies to these types are shown as needed after you click Save and refresh the record.

Note: Your administrator can limit access to user-defined tabs.

Keyboard Shortcuts in User-Defined Tabs

The following keyboard shortcuts are supported in user-defined tabs:

The following are not supported in single-instance, user-defined tabs:

Only applies to these types

User-defined tabs can be defined to open for certain customer types. When this option is enabled and you are viewing a customer record, user-defined tabs will only be loaded for customers with those specific customer types. When editing a customer record, and updating the customer type from one that would not open a window, to one that would open a window, the window will only open after Save is clicked.

If a user-defined tab is set to only apply to certain customer types, the tab will not display in the detail area of a record when the record is inserted. The tab will only display after the record has been saved once, and then the user will need to reopen the tab to see all the tabs that the record should have.

Character Entry

Character fields on single-instance, user-defined tabs display according to the character limit set for them by your administrator.

Fields on single-instance, user-defined tabs display according to the following:

See Also

Manage Customers - Detail area

Manage customers window - Detail area

To navigate within the Detail area

To enter customer details

Manage customers window - Profile tab

Manage customers window - Donor Data tab

Manage customers window - Status tab

Manage customers window - VAT tab

Manage customers window - Solicitor Data tab

Manage customers window - Other tab

Manage customers window - Internet Security tab


ASI logo 10.6 Production Release. Updated 2/16/2006 9:41:09 AM
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