The CRM Contact Management Portal is more streamlined than ever, and part of this is the ability to select what information tabs are most important for your business, when you are looking up a customer's history and information. You can not only arrange the information into your preferable viewing order, but can also hide any tabs that you don't want to clutter your space.
In the Web Portal, go to CRM > Contacts > Edit Arrow for a Contact (it does not matter what contact you select, the settings will reflect for all your contacts).
Once in the Contact page, the information available will be among the tab icons in the right hand section. These can be arranged by selecting the More option, followed by Rearrange Tab Order.
Clicking on Rearrange Tab Order will bring up the list of tabs available to display on the Contact Management Portal.
To arrange the tab order, you can simply drag and drop each of the sections above or below others, depending on where you would like them to be displayed (note: the Contacts tab will not effect where the Contact information is displayed, It will always be in the left section of the Contact page).
To hide any tabs that you don't use or feel create clutter, simply select the Eye symbol for the tab. If the eye is black, then the tab will no longer display.
And there you have it, your customised Contact Management Portal. As mentioned above, the settings you select will apply to all other contacts in your database, meaning you will not have to change the view for each contact.
