The Guide below outlines the steps to customize the tabs displayed in the customer's action menu.
For Clarity purposes, the guide is illustrated using the Create Customer page; the same configurations can also be accessed and set using the Create or Edit item pages.
Follow the steps below to customize the customer actions layout:
-
Open Backoffice.
-
Click “Customer” in the Main Navigation menu, and select “Create Customer” from the dropdown.
-
Click the page layout icon at the bottom right of the page.
-
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.
-
Select tabs in the Pre-Checked column to set them to load automatically on the customer actions page.
-
To Edit the tab title, Click on the tab title section and enter the necessary changes.
-
To apply the changes to all Users, Click “Apply To All Users.”
-
Click “Save” at the top right of the page to save the updated layout.
