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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.

Process

Custom configuration

Work area

app