Adding in a Custom Tab

Adding Custom Tabs allows for custom and unique data to be filed under record types in its own Tab - a Tab becomes available under the drop down arrow next to the Legal tab in Listings and Projects, and beside the Documents tab in Properties and Contacts. In order to create a new Custom Tab:

1. From the left side menu go to Settings >  Under Customisations, go to Custom Fields & Tabs
2. In the left-hand menu, choose the type of tabs you would like to work with:
   • Contact Tabs - for contacts only
   • Property Tabs - for properties and listings 
   • Listing Tabs - for listings only
   • Project Tabs - for projects only
   • Project Stage Tabs - for project stages only
   • Contracts - for contracts only
   • Deals - for deals only
   • Partial Leads - for partial leads only
   • Agency - for the agency
   • Locations - for each location within an agency
   • Users - for each user within an agency

Then to add and build the new Custom Tab;

1. Click the + button to add a new Tab
2. Add a name
3. Select the field 'Type'
4. Click Done