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Customize Actions Menu Layout

The Tabs displayed in the Customer or Item Actions menu can be customized according to preference. The following instructions can be accessed on the Create and Edit customer or Item pages.

Follow the steps to customize the customer actions layout:

  1. Log in to app.firstchoicepos.com

  2. Click “Customer” in the Main Navigation menu, and select “Create Customer” from the dropdown.

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  1. Click the page layout icon at the bottom right of the page.

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  1. To add or remove tabs from the Customers Actions menu, click on the hidden icon on the tab to hide or unhide it, according to preference.

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  1. Select tabs in the Pre-Checked column to set them to load automatically on the customer actions page.

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  1. To Edit the tab title, Click on the tab title section and enter the necessary changes.

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  1. To apply the changes to all Users, Click “Apply To All Users.”

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  1. Click Save” at the top right of the page to save the updated layout.

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