Adding and editing tabs in layouts

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Adding and editing tabs in layouts

To add a tab

  1. Open a layout in the Layout Designer window.

  2. From the Edit menu, click Tabs.

The Edit Tabs dialog box appears. For field definitions, press F1.

  1. Click Add Tab.

The Add Tab dialog box appears. For field definitions, press F1.

  1. Type the name of the tab, and then click OK.

The tab appears in the Show tabs in this order list.

To edit a tab

  1. Open a layout in the Layout Designer window.

  2. From the Edit menu, click Tabs.

The Edit Tabs dialog box appears. For field definitions, press F1.

  1. Select the tab you want to edit, and then click Edit Tab.

The Edit Tab dialog box appears. The Edit Tab dialog box is different from the Edit Tabs dialog box. For field definitions, press F1.

You cannot edit a system tab. The System tabs that display on the layout depend on the kind of layout you are using (Contact, Group, or Company). System tabs are Contacts, Notes, History, Activities, Opportunities, Secondary Contacts, and Documents. You cannot remove a system tab, but you can hide it. For more information on hiding a system tab, see Hiding a system tab in a layout.

  1. Edit the name of the tab, and then click OK.

The tab appears in the Show tabs list.