Rearranging Tab Order

A user can easily rearrange the tabs on a form by selecting a tab and dragging it to a new location. Follow these steps:

1. Open a record in the service whose form you want to modify.
2. Select the tab you want to move.
3. Hold down your left mouse button and drag the tab to its new location.
   • In the figure below the user is moving the Functions tab from its original position between the Membership and Contact Log tabs to after the Contact tab.
     
     
     
4. Release the mouse button. 
   • The tab moves to its new location.
     
     
5. Move additional tabs as necessary.

6. Close the record.
   
   

   Administrator Note

   When a user rearranges the tabs on the form, the system automatically creates a user-specific Form Template to store the user's preferences. When a system administrator performs the steps described above, Aptify prompts the administrator to specify whether the modified tab layout should apply to all users (in other words, modify the global template) or if the system should create a user-specific copy that applies only to the administrator.