Difference between revisions of "SME Tips and Tricks"

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<br>[[File:HideTabs.png]]
 
<br>[[File:HideTabs.png]]
  
<br><h3>Hiding and rearranging tabs is done in the User Group. </h3>
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<br><h3>Hiding and rearranging tabs</h3>
  
 
1. Go to '''Setup''' module > '''Company''' > '''User Group''' (If you don't have access to the Setup module, your SME Administrator will need to change your settings)
 
1. Go to '''Setup''' module > '''Company''' > '''User Group''' (If you don't have access to the Setup module, your SME Administrator will need to change your settings)

Revision as of 19:06, 30 November 2011

Hide and Rearrange Tabs in SME

In the modules throughout SME 7.1 you can now hide the tabs you don't use to streamline your user interface. For example, the image below shows how your service order could go from 16 tabs down to the 7 tabs you use!
HideTabs.png


Hiding and rearranging tabs

1. Go to Setup module > Company > User Group (If you don't have access to the Setup module, your SME Administrator will need to change your settings)
2. Search for the user group you want to edit.
3. Click the Tab Settings tab, shown in the image below. Use this tab to choose which tabs are available in each module for the user group. You can also arrange the tabs in the order you want on this tab.

1 - Choose the module
2 - Check the tabs you want visible. Tabs that are unchecked will not be visible.
3 - Arrange the order of the tabs. Select a tab and click Move Up or Move Down to arrange the order of your tabs.

TabSettingsTab ServiceOrder.png


4. Click Save.