Displaying key attribute profiling data

To display key profiling data to the user, add a new tab to an existing tab group.

1. Click <My Profile> | Administration | Customization | Primary Entities | <Entity>.
2. Click Tabs.
3. Select the tab group that you want to customize.
4. Enter the name of the new tab in the Properties panel.
5. Select Key Attributes from Action.
6. Select Category Group
7. Add an SQL statement to display the tab only when certain criteria are met. For example, the following statement displays the tab if the person works for a company where the Company Type field is set to Customer.
   Copy

   pers_companyid = (SELECT comp_companyid FROM company WHERE comp_companyid = pers_companyid AND comp_type = 'customer')

8. Click Add and then click Save.