Creating an account menu

You can set the tabs displayed in the Account window when an account is opened.

  1. Select System settings > Navigation > Account menu.
  2. Click New.
  3. Specify this information:
    Form factor
    Select a form factor from the list. The choice determines whether the menu applies to the desktop, mobile, or tablet application.
    Provide a name for the menu.
    Provide a short description about the menu.
  4. Click Save.