Custom tab

You can use the custom tabs in Profit to display custom fields that you have added.

Description

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).

Note: 

• You can change the properties of a custom tab by selecting the tab and then clicking the Properties 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.

Procedure

• Add custom tab

  You can use the custom tabs in Profit to display custom fields that you have added.

• Authorise tab

  After you add custom fields, you must authorise them for the correct groups or users.

• Manage tabs in Management Tool

  In the Management tool you can change the order of tabs or hide tabs.