Creating customised tab
- Monica Chand (Deactivated)
Owned by Monica Chand (Deactivated)
- Start Readysell
- Select the functionality that you require the tab to be added to. (E.g: Click on Relationships> then click on Cards)
- Right click on the detail area where the tab is to be added
E.g: next to setting tab right click Select customise layout
Right click again next to the settings tab and select ‘add tab’, new tab will be added and labelled e.g: Item21
Right click on the tab and rename it accordingly
Now Click on the ‘customise layout’ window options and drag the field onto the tab
The customised new tab which is labelled as "Test" with the field Account Address will appear as:
- Close out of the Customise layout window to accept the change.