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DealerTeam

Customize the Tab Bar

 Goal

Use tabs as shortcuts to records, lists and recent records of desired objects.

 After reading this article you will be able to

  • Navigate to the personalize nav bar settings
  • Select add a new tab
  • Edit the order of tabs
  • Remove a tab 

 

Step One: Navigate to Personal Nav Bar Settings

  1. Click the pencil icon on the tab bar.

1 Customize the Tab Bar- personal nav bar.png

 

Step Two: Customize the Tab Bar

  1. Click Add More Items.

2 Customize the Tab Bar- add more items btn.png

 

  1. Select the All tab.
  2. Enter <New Desired Tab> in the search area.
  3. Click the plus button next to the desired object.

3 Customize the Tab Bar- new tab.png

 

  1. Click Add 1 Nav Item.

4 Customize the Tab Bar- add btn.png

 

  1. Click and hold desired tab.

5 Customize the Tab Bar- tab spot.png

 

  1. Drag to the desired tab spot and release the clicker.
  2. Click Save.

6 Customize the Tab Bar- tab spot and save.png

 

The tab will appear on the nav bar.

7 Customize the Tab Bar- personal nav bar.png

 

  1. Click the X to remove the tab.

8 Customize the Tab Bar- x btn.png

 

Note: Packaged tabs cannot be removed.

 

  1. When all unwanted tabs are removed click Save.

9 Customize the Tab Bar- save btn.png