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Customer Portfolio tab security

User access to tabs is controlled by:

The rules governing tab availability in the Customer Portfolio determine tab availability in the Customer Portfolio Tab Preferences window.

A/R Cash, Billing, Events, Exhibition, Exposition, Orders, and Fund Raising tabs

These tabs require users to have a module-specific Authorization Level of 1 or higher.

Label Preferences tab

This must be set up by your administrator.

Salutations and Role tabs

This must be set up by your administrator.

Call, Letters, Fund Raising, and Internet Security tabs

This must be set up by your administrator.

User-defined tabs

User-defined tabs can be hidden by your administrator.

See Also

Managing Tab Preferences

Customer Portfolio Tab Preferences window

To open the Customer Portfolio Tab Preferences window

To customize tabs in the detail and history areas


ASI logo 10.6 Production Release. Updated 2/23/2006 10:23:46 AM
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