How to Create and Manage Tabs
The steps below will guide you through creating a New Tab. It will also provide instructions on managing content and assigning users. Login to your CRM and follow the steps below.
A. Go to Setup > Environment > Manage Tabs
B. To add a new tab, click the Green +
C. Add a tab name
D. Select the Category- The category will dictate where the tab is located.
i. Account
ii. Lead
iii. Contact
iv. Quote
v. Policy
E. Use the drop-down to choose an Affiliate. This limits the tab so it can only be assigned to Users in that Affiliate. If you leave the box unchecked, the tab can’t be assigned to anyone in that Affiliate. ***This step is optional.
Exportable Check Box- Checking this box will allow you to export the data from the tab to another program (excel, CSV, txt)
Auto load Check Box- Auto load updates the report with the most recent data in the tab when you view it. (We recommend not selecting this box as it may hinder the speed of other requests in your site)
F. Description - Short details about the tab contents
G. Query Builder- Use this to determine what data will be presented on the tab.
*Please contact the Inline Support team if you need assistance with the Query Builder or finalizing your tab contents.
Email- support@inlinedatasystems.com
Phone- 618-208-4058
Assigning Users to the Tab- Once the tab has been created and saved, you will need to assign Users in order for them to view the tab.
1. Go to Setup
2. Manage Users
3. User Tabs
4. Select the desired Tab
5. Select the User from the Available Users list. To select multiple, hold the Control key and click your desired Users
6. Click the single right facing arrow icon to assign the users you selected. If you wish to assign ALL users, click the right facing double arrow icon.
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