Tabs Setting

Tab Management System

Tabs settings serves as the administrative engine for creating customized list views, allowing you to define exactly which columns, statuses, and field orders appear when viewing customer data. This two-step configuration process first involves building individual "Blueprints" in Step 1 (Tabs settings), where you set multilingual names and functional rules like header visibility or automatic customer copying. Step 2 (Tabs Group) then allows you to organize these individual tabs into logical clusters, such as a "Marketing" or "Sales" group, to prevent cluttered interfaces and streamline navigation in the main dashboard. Once configured, these settings dictate the entire user experience across the platform—from the specific columns visible in the customer list to the detailed data blocks rendered within individual customer profiles and the structure of exported reports.

Navigating to the Tabs Configuration Menu

To begin customizing your workspace, you must access the administrative settings through the following specific pathway:

Open User Profile: Locate your profile name in the top right corner of the dashboard to trigger the user menu.
Select Settings: Click the Settings gear icon within the dropdown to open the main system configuration panel.

How To Load This Modal?

Select Module Tab: Inside the settings area, click on Biz1 Settings at the top of the interface.
Expand Customization Menu: Click the Customize Customers And Projects dropdown to reveal hidden administrative tools.
Launch Tabs Settings: Click the - Tabs settings option to open the primary two-step modal for tab and group management.

Tab Schema Setup

When adding a new tab, you are defining a structured "blueprint" for how customer data will be categorized and moved through a specific workflow. Below is the core information required during the creation process:

1. Tab Identity & Scope

Multilingual Naming: Provide tab names in both English and Hebrew to ensure consistent identification across navigation headers, profiles, and API mapping.
Folder Assignment: Select mandatory folders to define exactly which customer types will see this tab, preventing irrelevant data from appearing for the wrong contacts.

2. Workflow & Permissions

Status Pipeline: Define main statuses (e.g., New, In Progress) and optional sub-statuses with specific colors to drive filtering logic and automation triggers.
Access Control: Choose to share the tab with all team members or restrict it to selected users to maintain data security.

3. System Behavior

Header Visibility: Toggle whether the tab appears in the main dashboard header for quick filtering or remains exclusively inside customer profiles.
Copy Logic: Enable the "Copy Customer in tab" feature to automatically add a customer to a secondary destination tab whenever a record is duplicated.

Once you click Save, the tab becomes active system-wide immediately, though no actual customer records are created until they are manually added to this new structure.

Tab Management & Field Configuration

The Tabs Settings list (Step 1/2) serves as the primary dashboard for managing your organization's custom views. From this interface, you can perform four critical actions to maintain your data structure:

- Core Action Controls

Duplicate (Copy Icon): Instantly creates an identical copy of a tab, including all its column settings and status flows, which is ideal for creating similar workflows quickly.
Edit (Pencil Icon): Reopens the tab's configuration form to update names, modify status labels, or change who the tab is shared with.
Add Fields (Plus Orange Icon): Opens a specialized modal to select and add Custom Fields specifically for that tab.
Delete (Trash Icon): Permanently removes the tab definition from the system after a security confirmation.

Tab-Specific Custom Field Types

When adding fields to a tab via the Orange Plus icon, you are defining the data architecture for that specific workflow. The system supports a wide range of field types to capture and calculate information precisely:

Standard Data Entry

Text: A simple field for capturing strings like names or short descriptions.
Number: Restricts input to numerical data, useful for quantities or specific counts.
Date / Hour / Date Time: Specialized pickers for tracking deadlines, appointments, or timestamps.

Selection & Logic

Select (Options): A dropdown menu allowing users to pick from a predefined list of choices.
Yes/No: A simple toggle for binary data (e.g., "Paid?", "Verified?").
Button: A clickable element designed to trigger specific actions or external links.
Team Member: A dropdown that pulls active users from the system to assign responsibility.

Advanced & Calculated Fields

Formula: This powerful field type performs automated calculations, such as summing values or calculating time differences between dates.
Customer Reference: Links the tab data to another specific customer in the database.
Files and Attachments: Provides a dedicated slot for uploading documents or images directly to the tab record.

Formula Logic Details

The Formula field can handle complex logic to automate your data:

Mathematical Operations: Calculate sums, subtractions, or percentages across different numeric fields.
Date Calculations: Determine the number of days, months, or years between two date fields.
String Concatenation: Combine text from multiple fields into a single, formatted summary.

Step 2: Tabs Group – Organizational Hierarchy

The Tabs Group interface is the second stage (2/2) of the tab configuration process, designed to bring logical order to your workspace by clustering individual tabs into meaningful categories.

What is a Tabs Group?

It is an administrative tool that bundles multiple list views (Tabs) under a single parent name (e.g., "Communication" or "Reports"). This prevents a cluttered interface by allowing you to organize tabs by department, project type, or workflow stage rather than having one long, unmanaged list.

Tabs Group Actions: Management & Organization

The Tabs Group (Step 2/2) modal is where you finalize the hierarchy of your data views by clustering individual tabs into logical sections.

1. Control Icons & Drag-and-Drop Utility

Main Plus (+): Located at the top right; opens a form to create a brand-new group with English/Hebrew names and select member tabs.
Edit (Pencil): Allows you to rename the group or use a drag-and-drop interface to reorder the tabs within that specific group for better navigation.
Delete (Trash): Permanently removes the group, returning all previously clustered tabs to the general "unassigned" list.

2. Green Plus (+) Action: Group Audit

Clicking the Green Plus icon on a group row (e.g., "Communication") reveals a secondary window showing exactly what is inside:

Instant List: Displays a table of all Tab IDs and Names (English/Hebrew) currently assigned to that group.
Visual Check: Use this to quickly verify which views will appear in the dashboard dropdown without having to open the full edit menu.

Tabs & Groups: Navigation & Internal Display

The Tabs Setting system determines how your data is organized both in the global navigation bar and within individual customer records.

1. Header View (Groups vs. Ungrouped)

The main dashboard header displays your tabs based on the organization defined in Step 2: Tabs Group:

Grouped Tabs: When tabs are assigned to a group (e.g., "Communication" or "Reports"), they appear as a dropdown menu in the header. Clicking the group name reveals all member tabs for quick selection.
Ungrouped Tabs: If a tab is set to "Show in Header: Yes" but not assigned to a group, it appears as a standalone, direct link in the top navigation bar.

2. Customer Profile Display (Folder Logic)

Tabs appear inside a specific customer's profile based on the "Select Folder" rule established during tab creation:

Conditional Visibility: A tab only shows up inside a customer's profile if that customer belongs to the Folder(s) assigned to that tab.
Internal Data Blocks: Once a folder matches, the tab appears as a dedicated section within the profile, displaying the specific Custom Fields and Statuses configured for that blueprint.