When iEnterprise CRM was first installed, the Administrator has chosen the specific modules that will be used. Afterwards, he has the option to Re-arrange the position of the tabs, change the labels, hide a module and un-hide a module. This is accessed on Setup > Enable/Disable Module.
How to Manage Module Tabs
1. Click Setup from the Toolsbar and select Global Settings.
2. Click Enable/Disable Module on the left panel.
Page opens and all available modules are laid out.
All modules used by this instance is listed at top
All modules not used are listed under Hidden Modules section.
4. To Re-arrange the position of the tabs,
Click on the specific Module, hold down the mouse, drag and drop the module to the desired position.
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The first module on the list is the default module that opens when you and your users login. |
5. To Hide a module,
Click on the specific Module, hold down the mouse, drag and drop the module under the Hidden Module section.
6. To Un-hide a module,
Click on the specific Module, hold down the mouse, drag and drop the module above the Hidden Module section.
7. Click Save.The tabs are refreshed when you move to another screen.
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The position changes take effect when you click any link and the screen refreshes. |
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