To customize tabs in the detail and history areas
- Open the Customer Portfolio Tab Preferences window.
- Place your cursor over the Detail tabs and right-click.
The right-click menu is displayed.
- Select Edit Tab Preferences.
- In the Customer Portfolio Tab Preferences window, click the Detail or History tab to configure tab preferences for the appropriate area of the Manage customers window.
- Select the tab item(s) from the Other Available Detail Tabs or from the Other Available History Tabs list that you want to display in the Manage customers window.
Note: Press Ctrl or Shift to make multiple selections.
- Select the Left-arrow button to move the selected tab item(s) to the bottom of the Visible Detail Tabs or Visible History Tabs list, or double-click to move tab items individually.