Multiple custom tabs

The ability to create a custom tab in Customers has been such a hit that we are extending it: administrators can now create multiple custom tabs. This allows each department or group to specify its own custom tab, accessing data from other tables and displaying exactly what they need. As with all Customizer tabs, access keywords can be assigned to each tab for further security.

During creation of each new Custom tab, administrators can specify:

• Name of the tab
• Access keywords
• Number of columns to display
• Fields from the Name, Name_Fin, or any single-instance user-defined table to display
• Whether a field is read-only
• Results of an SQL statement to display, including any prompts for required information

Users can choose to display any custom tabs for which they have permissions. They may also edit the information in a tab if they have editing privileges.

Example of Multiple Custom Tabs

Affected topics

Creating custom tabs

To create custom tabs

To create a user-defined tab

Custom Tab Designer window

Customer Setup - Additional Windows window

Troubleshooting user-defined or custom tabs

Limits for fields and window tabs

Troubleshooting Customizer