Configuring tabs and main menu items

You can selectively display or hide horizontal tabs and their corresponding main menu items.

Also you can save screen space by moving specific tabs to the More drop-down list. More is displayed beside the rightmost horizontal tab. This drop-down list is useful for the tabs that you use rarely but which you don't want to hide completely.

1. Do one of the following:
   • Go to My CRM | Configure.
   • Click the ellipsis icon (...) beside the rightmost horizontal tab.
2. In the window that opens, select or clear the check boxes in the following columns:
   • Display Tab. Display or hide horizontal tabs and their corresponding main menu items.
   • Add to More. Select the tabs you want to move to the More drop-down list.
3. Click Save.

When using the More drop-down list, consider the following:

• More is only available in My CRM area, including standard and custom entities.
• More appears only after you add at least one tab to it.
• More is displayed beside the rightmost horizontal tab.
• More is not displayed in the main menu, so when you add a horizontal tab to More, its corresponding main menu item becomes hidden.

For more information about Sage CRM user interface elements, see Basic screen elements.