Customizing the Client Section in Connect2Field

When viewing a client you can customize the tabs along the top
We have 11 tabs by default, however you can turn them On or Off and edit the text for each of them.

To do this, follow the steps below

From the main menu, choose:
Options->Clients->Manage Client Customisations

From within this screen you can;

1. Edit display text
2. Activate or Deactivate the tabs
3. Save.... Always remember to save.

As an example i have turned off all tabs except Details, Contacts and Custom Fields.

Here is how the Client Tabs look after the changes are made