Working with tabs
Note
This feature requires a Development Tools license. This is an additional cost per site.
This guide assumes you are already editing the layout. The following sections explain how to organize and customize tabs in SuperOffice CRM, helping you tailor the interface to meet your organization's needs.
Add tab
Creating custom tabs allows you to group related fields in a way that makes sense for your organization. For instance, you can create tabs dedicated to specific business areas, making information easier to find.
Steps:
Click Add. The Tab layout section opens to the left.
Under Tab title, replace the text "New tab" with the new tab name.
You can also click
to add the tab name in other languages.Select the number of columns you want to use in the new tab.
Rename tab
If you need to rename the tab later, select the tab and go to Tab layout. You cannot rename any of the default tabs.
Remove tab
To streamline the interface, you may want to remove tabs that are no longer necessary. A layout must have at least one tab. If only one tab remains, it cannot be removed.
Note
If the tab contains mandatory fields, you must move those fields to another tab before deleting the current one.
Steps:
- Select the tab.
- Click Task and choose Remove tab.
- Click OK to confirm and close the dialog.
Restore tab
If you remove a tab and later decide you need it, you can easily restore it.
- Open the layout in edit mode.
- Click Task and select Restore tabs.
Note
This action restores all previously removed tabs.
Add heading or divider
Labels and dividers help to organize fields within a tab, making the information more readable and accessible. Use labels to create headings and dividers to separate sections within a column.
Select the tab where you want to add the element.
Click to select the Elements section.
To add a header, drag the Label element into the layout.
- In the Settings sections, replace "New label" with the new label name. Optionally, click to add the tab name in other languages.
- Adjust the font as needed.
- In the Settings sections, replace "New label" with the new label name. Optionally, click
To add a horizontal divider, drag the Divider element into the layout. Change the spacer type if necessary.
Group fields in columns
By default, tabs have two columns, but you can adjust this to meet your needs. Each tab can have 1, 2, 3, or 4 columns, depending on the amount of information you want to display.
Note
Tabs with specific functions, such as ERP and Note, do not support column customization. Go to Settings and maintenance > ERP to configure the contents of the ERP tab.
Steps:
- Select the tab where you want to adjust columns.
- Go to the Tab layout section.
- Choose one of the four layout options.
When reducing the number of columns, fields from the removed columns will move to the last remaining column. For example, if you reduce from three columns to two, fields in the third column will move to the bottom of the second column.
Columns will stack vertically when the screen is too small to display them horizontally.
If you have a wide screen, using more columns allows you to view more data simultaneously. However, be cautious. Using four columns might reduce the visibility of some fields. Hiding field labels can help create more space.
Tip
If a tab becomes too crowded, consider adding additional tabs to better organize the information.
The More tab
The More tab automatically contains all custom fields, arranged by rank. You can configure these fields within this tab and optionally add them to other screens.
User-defined fields (udef) and extra fields are created the same way as before.