You can use the custom tabs in Profit to display custom fields that you have added.
After adding custom fields, you can place them on a custom tab.
You can add custom tabs to files in almost any product group/function in Profit, regardless of whether you add them to an organisation, person, project or, for example, stock. The fields on a custom tab can only be filled in once. They register a certain situation. (if you want to build up a history, use custom files or custom contact files).
- You can change the properties of a custom tab by selecting the tab and then clicking the button. You cannot change the properties of default tabs.
- The custom tabs are not automatically visible to everyone. You must first authorise users for the new tab.