DCR - Tabs
- Tim Sweeney
Analytics
Tabs represent the key data objects that are available in each app, clicking into an app you will see the tabs that are available across the top of the interface.
Tabs that are not visible in the app can be accessed via the App Launcher.
After clicking into a tab you will see options that allow you to view and manage records.
You can personalise the tabs that are visible to you via the pencil icon to the far eight of the tabs that are visible in the interface.
Access the Contacts Tab via the desktop login:
Go to an app where the Contacts tab is available and click on the tab.
From the tab you have several options for viewing and managing records.
Select a list view to see different filtered views of the records. Pin a default view using the Pin Icon.
Create a new record by clicking the New Button.
Access an existing record by clicking the blue text in the list view, this will usually be called the Name or ID or Reference.