To create a tab for an activity type
- From Customers, select Set up module > Activity types to open the Set up activity types window.
- Select the activity type from the Product Types scrolling list.
- Enable the Create History Tab option. The Tab Name field displays to the right of the Create History Tab option after the Create History Tab option is enabled.
- Enter the tab name in the Tab Name field.
- (Optional) Enable the Allow user Edit option if you want to allow iMIS users, with a Customers authorization level of three (3) or higher, to edit the data on the Manage customers window.
- Click Save to update the activity type.
- Restart iMIS.