Tabs under the account card

TIP OF THE WEEK

TABS UNDER THE ACCOUNT CARD

 

Under the account card in Upsales, information as contacts,meetings and orders are displayed under tabs.

 

 

 

As an administrator in the system you can decide the orders of these. Some users want to see orders at the top, while others want to see the document tab. These settings are global and apply for all users in the database.

Just follow the steps below.

 

1. Click on administration and then click "Account page layout"

 

 

 

2. Use the arrows to sort the tabs how you want and then leave the page.

 

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