Customise Field Settings
The Customisable Tab Settings page allows you to control which fields appear in the Organisation/People "Details" pages.
For example, the Client Details screen has various fields on the "General Details" tab, and various fields on the "Personal Details" tab. The Customisable Tab Settings page lets you control whether fields appear at all, and which of these two tabs each field appears on.
Clicking on the Customisable Tab Settings menu item (Administration > Security > Customisable Tab Settings) will bring you to a page with a tab for each organisation/person type on your system.
You can now select the type of organisation/person you want to work on (Client shown).
For each field in the system, you have the following options -
- Show On General Tab
- Show On Personal Tab
- Hide
Using these options, you can reconfigure how the General and Personal tabs appear.
Examples of use
Access control
By moving fields from one tab to another, and controlling whether the users can view personal tabs, you can hide certain groups of details (for example, you might wish to hide staff address details) from users.
The image below shows the address fields, moved to the Personal Details tab.
Making the view of client details more "attractive"
If you are not using certain fields, why not hide them? By hiding unused fields, end users are only presented with the ones that they need, making the display simpler.
The image below shows the General Details tab, with all but a minimum of fields removed.
