Infor CloudSuite CRM – Help
    • Infor CloudSuite CRM – Help
    • Introducing Infor CRM Web Client
    • Using Widgets
    • Working with Dashboards
    • Adding a New 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

    Adding a New Tab

    To add a new tab:

    1. Right-click any Dashboard tab, and select New Tab.
    2. In the Title field, specify a tab name.
    3. If required, select the template that describes the type of layout you want to use for the tab.
    4. To set the selected template as the default layout, select Make default check box.
    5. Click OK.
    Parent topic: Working with Dashboards
    Related topics
    Copying a tab
    Deleting a Tab
    Showing a Tab
    Sharing a Tab With Other Users
    Modifying Tabs and Columns
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