Adding a new tab

  1. Click <My Profile> | Administration | Customization | Primary Entities / Secondary Entities | <Entity>.
  2. Click the Tabs tab.
  3. Click the Edit icon beside the tab group name.
  4. Select the type of information that will be displayed on the tab from System Act. For more information, see Tab customization actions.
  5. Enter the new tab name in Caption.
  6. Complete the Tab Properties fields.
  7. Click Add and click Save. The new tab is displayed in the context of the entity.