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To create a tab for an activity type

  1. From Customers, select Set up module > Activity types to open the Set up activity types window.
  2. Select the activity type from the Product Types scrolling list.
  3. 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.
  4. Enter the tab name in the Tab Name field.
  5. (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.
  6. Click Save to update the activity type.
  7. Restart iMIS.

See Also

Creating Tabs for Activity Types

To display an activity tab


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