Creating an account menu

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

  1. Select System settings > Navigation.
  2. Select the Account menu.
  3. Click New.
  4. In the Menu properties section, 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.
    Name
    Provide a name for the menu.
    Description
    Provide a short description about the menu.
  5. Click Save.