Adding new Tabs and Fields

[WTIQuest]

I want to add new tabs and fields but when I go to the Tools menu there is no Tab Management or Field Management link.

[Support Team]

Re: Adding new Tabs and Fields

This option can be found under the Tools menu of the specific subject.

For example, if you want to add tabs and custom fields to the Accounts section click on the Accounts menu (found on the top menu or click on the the Accounts V button) and under the menu that opens go to the Tools sub menu and select to customize the tabs and database fields.

Tip: Before customizing the system make sure you have a backup. It is very tempting to add new fields, design tabs etc. but sometimes you want to go back...

Dina