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To open the Customer Portfolio Tab Preferences window

  1. From the Detail section:
    1. Open a record in the Manage customers window.
    2. 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.
    3. Select Edit Tab Preferences from the list to open the Customer Portfolio Tab Preferences window.
  2. From the History section:
    1. Right-click in the History section's tab-strip to display the right-click menu (a record does not have to be loaded).
    2. Select Edit Tab Preferences from the list to open the Customer Portfolio Tab Preferences window.

See Also

Managing Tab Preferences

Customer Portfolio Tab Preferences window

Customer Portfolio tab security

To customize tabs in the detail and history areas


ASI logo 10.6 Production Release. Updated 10/5/2005 3:22:56 PM
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