Custom Tabs

You can add a new Custom Tab for Customers, which is displayed as a tab on the Configure Customer page. You can also view or modify the existing Custom Tabs.

To add a Custom Tab, perform the following:

1. Navigate to Admin > Customers > Custom Tabs.
   

2. Click Add New on the right action panel.
   

3. Enter Tab Name, Tab Description for the tab, and select the Active check box so that the Custom Tab is available on the Configure Customer page.
   
   Figure: Custom Tabs
   

4. Click SUBMIT to configure a new Custom Tab.

Actions  

This section explains all the icons displayed on the Actions panel of the Customer Custom Tab page.

Show List

Click Show List to display the List table showing all the Customer Custom tabs configured for Customers.

 Figure:  Customer Custom Tab List

• To edit a Customer Custom Tab value, click the Tab Name. Make appropriate changes and click Submit.

• To display the inactive Customer Custom Tab values, click the Include Inactive check box.

Note

When the Customer Custom Tab are displayed under the List table, the Add New action is displayed on the Action panel. Click Add New to configure a new Customer Custom Tab.