Customer Tabs (Customer Screen)

The module tabs at the top of the Customer screen are always visible when scrolling down the Customer screen (i.e. the tabs are pinned):

Users have three options for customisation of the tabs:

• Alphabetically
• Custom order and visibility of each menu item
• Most Used (dynamic)

In all cases, the Main Info tab remains pinned as the first tab.

Alphabetically

Tabs are displayed in alphabetical order.

Custom

Users can specify the order of tabs, and whether each tab is always visible, or displayed in the expandable area.

If there are tabs in the expandable area, they can be made visible by clicking the expand (chevron) icon, that will be displayed as the penultimate tab (visible in the following screenshot):

When the icon is clicked, all hidden tabs are displayed and can be selected. When the screen is refreshed (e.g. after saving, or clicking a tab), the selected page is displayed, and the tabs in the expandable area are hidden.

If there are active items in any module for which the tab is hidden (for example, if the Projects tab is hidden, and there are active projects for the customer), the expand (chevron) icon is displayed with an orange background (visible in the previous image).

Most Used

CommTrak will adjust the position of each tab according to frequency of usage; the most frequently used tabs are moved towards the left of the screen.

Accessing and Using the Tab Display Options

To customise the tabs, click the edit (pencil) icon, which is always displayed as the last tab item:

The Edit Tabs pop-out window is displayed:

The Alphabetically and Most Used options do not require further configuration, and clicking Save will confirm the selection of either of those items.

Selecting the Custom option presents a further Edit Tabs pop-out window:

The order of tabs that are Always Visible can be specified by dragging and dropping the items in the corresponding list, and items can be placed in the expandable section by dragging and dropping from the Always Visible list into the Expandable list.

The order of the items in the Expandable and Always Visible lists is reflected in the order in which the tabs are displayed at the top of the Customer screen.

Customer Tabs on Mobile Devices

If using a mobile device, hidden Customer tabs can be displayed by clicking the hamburger (three lines) icon which is displayed rightmost of the visible tabs:

The hidden tabs are displayed immediately:

Pressing the close (X) icon (visible in the previous screenshot), or refreshing the screen, hides the displayed tabs.