Defining Tab Settings for Screens

You can define which tabs you want to appear each time certain screens are opened. For example, you can set the Activities tab to display each time you open a contact record. You can specify default tabs for the Plans Manager, contact/referral records, and listing/closing/service report records.

Tip: For information on defining tab settings for portlets on the Dashboard, see "Defining Your Home Settings".

To define default tabs:

1. Open the 8i Settings subtab. How?

   1. From the [User name] menu in the top right, select Settings. Example:

      

   2. Click the General tab.

   3. Click the 8i Settings subtab.

2. Click the Edit 8i Settings action link.

3. In the Default Tabs section, from the available drop-down lists, select the tabs you want to appear each time these screens are opened.

4. Click Save 8i Settings.

The next time you access a screen, the tab you specified will appear by default.