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To display an activity tab

  1. On the Manage customers window, place the cursor over the detail or history tabs, right-click, and select Edit Tab Preferences.

    The Customer Portfolio Tab Preferences window opens.

  2. Select the History tab.
  3. Move the new activity tab to the Visible History Tabs list.

    Note: The tab is initially placed at the end of the Visible History Tabs list. You can move the tab to the desired position by selecting the tab and clicking the Top, Up, Down, or Bottom buttons.

  4. Click Save to update the tab preferences profile.
  5. Restart iMIS.

See Also

Creating Tabs for Activity Types

To create a tab for an activity type


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