Customising the Additional Page Tabs

These are steps for creating a tab and then adding a field to the tab.

To know more about adding fields to other types of Panels please click here.

You can edit the Additional Tabs in two ways by either going to the Menu option, Setup > Additional Tabs

Or from the Account List where you will need to click into an Account.

You will need to ensure the Account you are clicking into has the correct Account View you want to add the field too.

When in the Account you will need to click 'Edit This View' -

(Located in the bottom left corner of the screen).

Doing this will give you extra options in the top bar and it will allow the Panels to be edited and removed

Note that these option's will only appear when you are in the Account View.

You will need to find the Panel you want to add the field to and click on the

button to edit that Panel.

You can create up to 3 sets of 9 tabs that contain either Fields or other information. The Fields can be Text Fields, Drop Downs, Checkboxes, or Dates.

Select the required Tab Set (

). It is possible to create 3 Panels using a different tab set and each with a different set of Tabs. Click here for more information on Panels.

To add a tab click the New Tab button (

You are then prompted to give the Tab a Name, Control and Number of Columns.

The Control Field can be used to make the tab Not Visible, Read Only or Mandatory for specific user Authority Levels. Click here for more information.

This Column Field is a way of formatting the fields so they list in separated columns.

Click Save to add the Tab to the list on the left.

To re-order the Tabs or Fields within the Tab you can drag and drop.

To add a Field/Item first select the Tab then click the New Field/Item button (

). You will need to highlight the tab you want to change.

You are then prompted to select the field or item from the field drop down

Field / Item	Description
The 100 Account Additional fields	The Account user defined Fields, click here for more information.
The 100 Project Additional fields	The Project user defined Fields, click here for more information.
*Contact History	Displays the Contract History for the selected Account. Click here for more information.
*Group Account Field	Displays a Field to identify Accounts linked together in one level, as opposed to having a Parent Account like a Head Office. See also Group Accounts, Parent Account, Family Tree. Click here* for more information on linking Accounts.
*Parent Account Field	Displays a Field to identify the Parent Account of the selected Account. For example this can be used to identify a Head Office Account associated with it is branch Addresses. See also Group Accounts, Group Account, Family Tree. Click here* for more information on linking Accounts.
*Family Tree	Displays Accounts in a tree related to this Account by their Group or Parent Account Fields. Click here for more information on linking Accounts.
*Existing Products	Displays a list of Product information related to the current Account but only those flagged as Existing. These could be Sales Opportunities or Existing Products or Contracts. Records displayed here will have the Field Type set to E. Click here for more information
*Potential Products	Displays a list of Product information related to the current Account but only those flagged as Potential. These could be Sales Opportunities or Existing Products or Contracts. Records displayed here will have the Field Type set to P. Click here for more information.
*Group Accounts	Displays a list of Accounts that have the same value in their Group Account Field (see also Group Account, Parent Account, Family Tree above). The columns shown are the same as on the Account List. Click here* for more information on linking Accounts.
*Order History	Displays a list of Orders entered using the full Order Entry function.
*All Products	Displays a list of Products for the selected Account. These could be Sales Opportunities or Existing Products or Contracts. Click here for more information.
*Project Information	Displays a list of Information showing which Projects the selected Account is in. To control what Field/Columns are displayed go to the Menu option Setup > Field Selections > Project Info Fields.
*Attachments	Allows Documents to be uploaded into the current Account. Click here for more information.
*Cases	Displays the Cases that relate to this Account. For more information please click here.
*Privacy Details	Displays the Privacy Details information collected from the Contact. For more information please click here.

Now you have selected the Field or Item you want there are other options available to ensure the field / item works as you need -

Option	Description
Control	It is a way to manipulate the Field and/or a Tab to appear/work in a certain way. For example, it can be used to make a Tab Not Visible for specific user Authority Levels. For Tabs enter: To not display the Tab for all Users enter: nv To not display the Tab for Users with Authority Level 1 enter: nv[1] To not display the Tab for Users with Authority Levels 1 and 10 enter: nv[1,10] To set a Tab as Read Only* for all Users enter: ro To set a Tab as Read Only entry with Authority Level 1 enter: ro[1] To set a Tab as Read Only entry with Authority Levels 1 or 10 enter:ro[1,10] For Fields* enter: To set a Field as Not Display the Field for all Users enter: nv To not display the Field for Users with Authority Level 1 enter: nv[1] To not display the Field for Users with Authority Levels 1 or 10 enter: nv[1,10] To set a Field as Mandatory entry* for all Users enter: me To set a Field as Mandatory entry with Authority Level 1 enter: me[1] To set a Field as Mandatory entry with Authority Levels 1 or 10 enter:me[1,10] To set a Field as Read Only* for all Users enter: ro To set a Field as Read Only entry with Authority Level 1 enter: ro[1] To set a Field as Read Only entry with Authority Levels 1 or 10 enter:ro[1,10] To make a Text Field show a Multi-line Text Box* enter: text [shows about 3 lines] To set the height of a Multi-line Text Box enter: text[50] [the number in brackets is the height in pixels] To set a Date Field to not show the Time options enter: dateonly To set a Page Tab to be visible in one Project only, enter: project,Marketing, i.e. the syntax is *project comma [Project Name] comma [Project Name] comma...
Field Length	Enter the field Width, this is measured in pixels and a popular size would be 300.
Title Length	Enter the Title Width, this is measured in pixels and a popular size would be 150.
Drop Down Only	This will change the Field to be a Drop Down field. You will need to configure the drop down items in the field before this step.
Read Only	This will change the Field to be a Read Only field. This means your Users will not be able to change the information stored without doing something like an Assign or Import.
Mandatory	This will change the Field to be a Mandatory field. This means your Users will not be able to save the Account without this field being populated.
Multiple Selection	This will change the Field to be a Multiple Selection field. You will need to configure the drop down items in the field before this step.
Calendar field	This will change the Field to be a Calendar field, it will display a calendar when clicked making it easier to select the correct date. You will need to configure the field type for this field before this step.
Allow Uploading	This is only for compatibility with the Windows TMS and has no use in the CRM.

Now you have created the field/item you will need to save (

) and repeat this for the other fields you want to add.

Should you need to delete a field/item or the tab itself you will need to select it on the left-hand side and then select the delete button (

Additional Tab as a Panel

Any Additional Tabs can be separated and shown as a whole Panel in its own right. Go to the Menu option, Setup > Panels > Panels. Click on the New Panel button, in the popup window select the Panel type of Additional tab. Then select the particular Additional Tab from the Extra Options drop down list: