Record Details Tab Configuration Overview

The Details Screens now use a tabbed format. The layout and content of these tabs can be configured by a system admin to suit the needs of their individual systems.

An information side panel will always be visible whether scrolling down the record or switching tabs. The side panel can be configured with 2 text fields as Headers and up to 3 field as Tags. And there is now the ability to create record-level dashboards to show on a tab. We will be providing some out-of-the-box record-level graphical dashboard options for all 6 areas in the future.

The Record Details Tab Setup menu item for configuring tabs can be found under Manage Setup > Application Configuration. 

On the configuration side, System Administrators can configure:

Tab Content

Side Panel Info

Record Level Dashboards