System Tabs

In the form manager, you can add additional tabs to your forms. If you do not know the basics about how to add and delete tabs, click here.
This article will cover the system tabs. They are the tabs that are always there and available for you to add to your forms.

Table of contents

• Overview
  
• Activities Tab
  
• Email Tab
  
• Notes Tab
  
• Team Member Tab
  
• Content Tab
  

Overview

To get to the form manager, click on the wrench, modules, then form manager. Choose the module you would like to make changes to.
On the left side of the form manager, there is a menu. Select the layout that you would like to make changes to. Click the carrot for "Additional Tabs." The System Tabs are now displayed.

Activities Tab

The activities tab can be added to any form layout. The activities tab will allow you to add appointments and tasks as well as show you a history of all the activities that you have created for that particular record. Any activities created from this tab will automatically be connected to the record they were created from.

To add an Activity Tab:

1. Click and drag the activities tabs to one of the open tab spaces above or below the form.







2. Click "Save Form Layout" when finished.







3. When you open a record from that module you will see the activities tab. When you click on the tab it will display all of your previously created activities. You can also create new activities by clicking "new appointment," or "new task."







4. The activity will automatically be connected to the record.



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Email Tab

The email tab will keep track of any emails sent to the record you are viewing. For the email tab to work, there needs to be an email field in the form.
When you send an email out of the module, it will be recorded in this tab.
There is also the "Workflow Email" tab. This will show emails that were sent as a result of a automated workflow process.

To add an Email Tab:

1. Click and drag the email tabs to one of the open tab spaces above or below the form.







2. Click "Save Form Layout."







3. When you open a record from that module, you will now see the email tab. You can click on this tab and it will bring up all previous emails that were sent to this record. This tab will also contain the emails that were connected from Outlook using the outlook plug-in.

Notes Tab

The Notes Tab will allow you to keep track of all the notes that have been taken on a record. It is different, but similar to the Notes Log field. It is not a field that you can put into the form, but they do both track the same notes.
You can also add new notes from the Notes Tab.

To add the Notes Tab:

1. Click and drag the notes tab to one of the open tab spaces above or below the form.







2. Click "Save Form Layout" when finished.







3. When you open a record from that module, you will now see the notes tab. You can click on this tab and it will bring up all previous notes that were sent to this record.








4. You can also add notes by clicking, "new note" on the tool bar.

Team Member Tab

The Team Member tab will show you all the users that are owners, or are team members, on the record. You can also add additional team members to a record from the records member tab.

To add the Team Members Tab:

1. Click and drag the team members tab to one of the open tab spaces above or below the form.







2. Click "Save Form Layout" when finished.







3. When you open a record from that module you will new see the team members tab. You can click on this tab and it will bring up all the team members assigned to this account.







4. You can add a team member by selecting from the "Add Team Member" drop down. You can also remove team members with the "-" icon on the right.

Content Tab

The content tab will display all documents that you have uploaded to the record you're viewing, as well as upload new documents. Any documents createdfrom this tab will automatically be connected to the record. The content tab also allows you to create documents from any document templates you have created. If you have merge fields in the template, they will pull from the record that you're viewing.

To add the Content Tab:

1. Click and drag the content tab to one of the open tab spaces above or below the form.







2. Click "Save Form Layout" when finished.







3. When you open a record from that module you will see the Content Tab. If you click on this, it will display all of the documents that are attached to that record. You can also add new documents by clicking "upload a document". You can create a document from a template by clicking "create from template". For more on creating document templates, see our Creating Document Templates help article.