Infor CloudSuite CRM – Help
    • Infor CloudSuite CRM – Help
    • Introducing Infor CRM Web Client
    • Using Widgets
    • Working with Dashboards
    • Copying a tab
    • Infor CloudSuite CRM – Help
      • Introducing Infor CRM Web Client
      • Getting Started with the Infor CloudSuite CRM Web Client
      • Administration
      • What Are Contacts?
      • What are Accounts?
      • What Are Opportunities?
      • What Are Forecasts
      • What are Quotas
      • What Are Sales Orders?
      • Quotes
      • Using Widgets
        • Working with Dashboards
          • Adding a New Tab
          • Copying a tab
          • Deleting a Tab
          • Showing a Tab
          • Sharing a Tab With Other Users
          • Modifying Tabs and Columns
      • Customer Service Overview
      • What are Activities and Events?
      • What are Contact Processes?
      • Sales Processes
      • Marketing
      • Mail Merge
      • What are Reports?
      • SpeedSearch
      • What are Groups?
      • What is the Query Builder?
      • Using Integrations
      • Troubleshooting Common Issues
      • Glossary of Terms

    Copying a tab

    To copy a tab:
    1. Right-click the Dashboard tab, and select Copy Tab.
    2. In the Title field, specify a tab name.
    3. Click OK.
      The tab and its contents are copied to a new tab.
    Parent topic: Working with Dashboards
    Related topics
    Adding a New Tab
    Deleting a Tab
    Showing a Tab
    Sharing a Tab With Other Users
    Modifying Tabs and Columns
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