Tabs and Fields Management

The Tabs and Sections Management page allows administrators to select which tabs and fields are shown in the application, based on your business needs.

Disabling a tab hides all associated sub-sections and fields. Non-mandatory sub-sections or fields can be individually enabled or disabled, but mandatory sub-sections and fields remain active at all times. Common tabs, such as Documents, Pictures, and Notes, are specific to each entity and managed separately. When all sub-sections under a tab are disabled, the parent tab is automatically disabled. Enabling a tab also automatically activates any mandatory sub-sections and fields associated with it, ensuring that essential information is always visible.

If a tab or a field has a related report or mass operation, those reports or operations are hidden as well. Data that references hidden fields is also hidden in reports or dashboards. If a tab or section is hidden, and it is already being used in the application, the data is hidden, but not deleted.

The Tabs and Fields Management page is split into three main sections based on the main application objects:

Locations
Premises
Contracts

To manage tabs and fields:

Click Main Menu > Admin > Tabs and Sections Management.
In the left panel, select the application object you would like to manage.
Select the tab you would like to enable or disable.
The toggle at the top of the page allows you to disable the entire tab, if it is not mandatory.
The page lists fields and sections that you can enable or disable with the associated toggles.
Once the tabs and sections are configured to your needs, click Save at the top of the page.