Siebel CRM Fundamentals Siebel Innovation Pack 2014 E24770-01 |
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You can show, hide, and resequence screen tabs and view tabs from the User Preferences screen. You can also set up default views for screens in your Siebel application.
The views available to you are always available through the Site Map, whether or not a view tab is hidden.
To show or hide screen tabs
From the application-level menu, choose Tools, then User Preferences.
The User Preferences screen appears.
On the link bar, click Tab Layout.
The Tab Layout list appears.
Select the row for the screen tab you want to show or hide and do one of the following:
Clear the Hide check box to show the screen tab.
Select the Hide check box to hide the screen tab.
Note: If you hide a screen tab, all the views within that screen are also hidden. |
You can show or hide view tabs.
To show or hide view tabs
From the application-level menu, choose Tools, then User Preferences.
The User Preferences screen appears.
On the link bar, click Tab Layout.
The Tab Layout list appears.
In the Tab Layout list, select the row for the screen tab associated with the view tab you want to show or hide.
The View Tab Layout list shows the view tabs for the selected screen tab.
In the View Tab Layout list, select the row for the view tab you want to show or hide and do one of the following:
Clear the Hide check box to show the view tab.
Select the Hide check box to hide the view tab.
You can change the order in which screen tabs appear.
To change the order in which screen tabs appear
From the application-level menu, choose Tools, then User Preferences.
The User Preferences screen appears.
On the link bar, click Tab Layout.
The Tab Layout list appears.
In the Tab Layout list, select the row for the screen you want to reorder, and type a whole number in the Order field to define the position of the screen tab.
If you use the same number in the Order field for more than one tab, the tabs with the same number will appear in alphabetical order. This applies to both screen tabs and view tabs.
You can change the order in which view tabs appear.
To change the order in which view tabs appear
From the application-level menu, choose Tools, then User Preferences.
The User Preferences screen appears.
On the link bar, click Tab Layout.
The Tab Layout list appears.
In the Tab Layout list, select the row for the screen for which you want to reorder view tabs.
The View Tab Layout list shows the view tabs for the selected screen.
In the View Tab Layout list, type a whole number in the Order field for each view tab to define the position of that view tab.
The Order field defines the sequence of the tabs. The application uses the number in the Order field to re-sequence the tabs in ascending order. Use whole numbers only. This applies to both screen tabs and view tabs.
You can set up a default view for a screen.
To set up a default view for a screen
From the application-level menu, choose Tools, then User Preferences.
The User Preferences screen appears.
On the link bar, click Tab Layout.
The Tab Layout list appears.
In the Tab Layout list, select the screen for which you want to set up a default view.
In the View Tab Layout list, select the Default View check box for the view you want to have as the default for this screen.