What are Tabs?
Tabs are like segments that display selected information. When you create a tab, you can filter (by setting criteria) what will be shown inside it. An item (deal, customer, etc.) can appear in more than one tab at the same time.
Examples:
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How to View a Tab
Viewing tabs is tied to the table view mode, which is the default for some modules (customers, documents, products, reports, and interaction records).
To view tabs in funnels or the calendar, make sure you have selected the table view mode within it:
In Funnels:
In Calendar:
The types of views allowed for each funnel can be configured by the administrator.
How to Create a Tab
When clicking on a new tab, you will need to configure:
The name you want for that tab
The number of items (rows) that should appear per screen
Who will be able to view it
Filters (if necessary) for the data displayed
The logic for configuring filters in tabs is exactly the same as for filters in modules. The difference is that these criteria will be fixed in the tab’s settings, but can be edited later if needed.
Want to learn more about filters in modules? Click here.
Organizing the View of a Tab
After creating and configuring your tab, you will need to determine which columns of information you want to see. On the screen, there will be an indication for you to use the space to start selecting them.
If you are already viewing a column but want to add other information, just click on the gear icon located in the top right corner. Like filters, select the entities and fields you want.
Finally, after selecting the fields you want, you can choose to highlight them and arrange their order in the table view (this order can also be dynamically changed within the table itself).
