The tab name of the tab.

Only displayed if you have the Extensibility Module. Select Other from this field in order to display the list of system actions.

See Tab customization actions.

Enter SQL in this field to restrict use of the tab. You can restrict tabs to specified users or groups of users. For example, user_userid=4 or user_userid=5 to restrict the tab to certain users.

Don't use this format to restrict several tabs because the database is queried separately for each restricted tab.

Instead, use the following script to query Sage CRM:

U:4,5—to limit the tab to users whose ID is 4 or 5, for example.

C:4,5— to restrict the tab to certain teams, for example teams with a Channel ID of 4 or 5.

T:— to restrict the tab to territories, using the Territory ID (terr_territoryid). For example: T: -2097151993

You can also restrict the availability of the tab so that it only appears when the company is a customer:

comp_type = 'Customer'

As you are not limited to data in the current context, this clause can be entered in the User tab group. It hides the Opportunity tab unless the user has any Opportunities assigned to them:

exists (select * from opportunity where oppo_assigneduserid = user_userid)

If you're creating a button that links to a custom page, select a GIF from the list. If you have created your own graphic using a GIF editor, copy it to the ...\wwwroot\Img\Menu directory so that it is displayed as one of the choices.