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About Detail and History tab preferences

Detail and history tabs are not displayed by default; you must add these tabs to your tab preference profile. If you do not have a tab preference profile, you must create one.

By default, the Results tab is the leftmost tab in history tab area, but you can change the order tabs in which tabs are displayed using the Customer Portfolio Tab Preferences window.

Note: Tabs that can be disabled cannot be selected as the first tab of the Detail area's profile, and you cannot to save a profile in which the first Detail tab is restricted according to customer type.

The Customer Portfolio detail and history tab areas can each have up to 60 tabs displayed.

See Also

Detailed Customer Data

Manage Customers Overview

Manage Customers - Detail area

Entering Financial Information

Entering Note Information

Adding a Picture

Entering Salutations Information


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