Administrators can customise CRM by adding new tabs and fields to entity forms via Administration > CRM Customisations.
The available options are:
- a new tab containing fields
- a new tab containing a table
- adding fields to an entity's tab.
How this appears for CRM users
The screenshot below left is a standard screen (or form) for an account. It contains the three default tabs (account, contacts and activities). The image below right shows an account screen with three custom tabs added. Once the new tabs or fields have been added for, say, the entity type 'account', they will appear for all entities of that type.
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Managing customisations
To view, add or delete custom tabs and fields go to Administration > CRM Customisations (as shown below).
Example - add a new tab containing fields
Example - add new fields to an existing 'contacts' form.
Once created, the customisation Entity and Type cannot be changed. Wth fields, Once created, the field type cannot be changed.