Previous Topic

Next Topic

Customer Portfolio Tab Preferences window

Right-click in either the Detail or History area and select Edit Tab Preferences

Detail

Select this tab to configure the tab preferences for the Detail area of the Customer Portfolio.

History

Select this tab to configure the tab preferences for the History area of the Customer Portfolio.

Visible Detail Tabs

This field lists all of the tabs enabled to display in the Detail and History areas of the Customer Portfolio.

Detail area - When editing or setting up your profile, you must leave at least one tab listed in the Visible Detail Tabs field for the Detail area of your Customer Portfolio profile. If you do not leave at least one tab listed in the Visible Detail Tabs field, you will not be allowed to save your profile.

Other Available Detail Tabs

This field lists all of the tabs that you have selected to hide from view in the Detail and History areas of the Customer Portfolio.

Top

Used to move the tab(s) selected in the Visible Tabs list to the top of the list and the beginning of the display order. Tabs display in the Detail and History areas of the Customer Portfolio in list order.

Up

Used to advance the tab(s) selected in the Visible Tabs list by one tab in the list and in the display order. Tabs display in the Detail and History areas of the Customer Portfolio in list order.

Down

Used to move the tab(s) selected in the Visible Tabs list back by one tab in the list and in the display order. Tabs display in the Detail and History areas of the Customer Portfolio in list order.

Bottom

Used to move the tab(s) selected in the Visible Tabs list to the bottom of the list and the end of the display order. Tabs display in the Detail and History areas of the Customer Portfolio in list order.

Left arrow

Select this button to move the tab(s) selected from the Other Available Tabs list to the bottom of the Visible Tabs list. Moving a tab to the Visible Detail/History Tabs list displays the tab in its respective area of the Customer Portfolio.

Right arrow

Select this button to move the tab(s) selected from the Visible Tabs list to the Other Available Tabs list. Moving a tab to the Other Available Tabs list removes the tab from its respective area of the Customer Portfolio.

Clear Profile

Used to clear any custom profile settings and return the tab preferences to the default setting. This functionality is useful when license keys have changed and new tabs exist that are not in the your profile. Clearing the profile will display all of the tabs in their default order in the Detail and History areas.

See Also

Managing Tab Preferences

Customer Portfolio tab security

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 10:23:45 AM
© Copyright by Advanced Solutions International, Inc. All rights reserved.