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CCH Software User Documentation

Using the Tab Chooser

The Tab Chooser allows you to: Choose which tabs to display, Order the tab display and Modify the display style.

Choose which tabs to display

  1. On an open contact, client, supplier, employee or assignment record, right-click a tab.

  2. From the right-click menu, click Tab Chooser. The Tab Chooser window opens listing all the available tabs for the record.

  3. Select or clear the check box for each tab to display or hide the tab from the record.  Tabs with clear check boxes will not appear.

Tab Chooser.PNG

Tab Chooser dialogue.PNG

Order the tab display

  1. On an open contact, client, supplier, employee or assignment record, right-click a tab.

  2. From the right-click menu, click Tab Chooser. The Tab Chooser window opens, listing all the available tabs for the record.  .

  3. To move a tab up or down the order, select the tab so that it is highlighted and then use the Up and Down arrows  Tab Chooser dialogue - arrows.PNG on the right side of the window to move the selected tab through the list.

Select the display style

  1. On an open contact, client, supplier, employee or assignment record, right-click a tab and then click Tab Chooser on the right-click menu.

  2. On the Tab Chooser window select one of the two following Style options:

Tab Chooser dialogue - styles.PNG

  • Scrolling: To display the tabs in a single line along with arrows to allow you to scroll to see additional tabs.
  • Multi-line: To display all the available tabs for the contact even if they need to be displayed in multiple lines.

 

Note

You need to have the appropriate permission to access the Tab Chooser.

The access to the Tab Chooser is controlled by a task permission in Maintenance > Security > Task Permissions.

On the Task Permission window, select Central from the Product drop down list, Select the Security Group from the Group drop down list. The permission is located in the Other session and is called: [System] [Allow Tab Chooser]

 

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