Top

Adding Custom Tabs

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

All Tabs types will follow the same process to create. All existing Custom Tabs will be shown in the corresponding area. To add a new Custom Tab;

  1. Click the + button to add a new Tab
  2. Add a name
  3. Click Done

You should now be shown a new window to work in. Along the top you'll have several options:

  • Back button - takes you back to your list of tabs
  • Edit Tab Name -  lets you rename the tab - you can also delete the tab from here
  • Add Group - this lets us add a group to the tab and is how we build the tab - see the next section for more info
  • Restrict Access - use this option to restrict which users can use this tab

Adding Groups and Fields

Before we get started, it's import to understand how the groups and fields work. Think of a group as a container for fields you want to group together - for example, you might have a group for 'Contact Details', then another one for 'Marketing Info'. Once you have some content in your fields, you can then rearrange them in that group. If you have more than one containers, you can rearrange how they're stacked.

Add Group

Once you're ready to start adding content to your tab, you'll need to:

  1. Click Add Group
  2. Give it a name
  3. Click Done

Now that you have a group, you can hover over it for a few options:

  • Add Field - We use this to add in our custom fields - this will be covered below
  • Edit Group - Clicking this will let us change the name of the group, and add some help text. The help text will give your users more info on what the group is used for.
  • More - Clicking this gives us two options:
    • Move - use this to move the group to another tab
    • Delete - deletes the group from the tab
  • Move Up/Down - if you have more than one group, you'll see an either an arrow up or down. Clicking will move the group around the other groups.

Add Field

Now that we have a group, we can go ahead and start to add fields. To get started:

  1. Hover over the group
  2. Click Add Field
  3. Choose the Type:
    • Text Area - intended for large blocks of text or ongoing lists/registers
    • Text Box - allows a smaller amount of text - usually one sentence
    • Select Box - choose from several pre-designated options from a drop-down arrow. If you choose this option, you'll see that it brings up 'Values'. This is where you add the options you would like your users to choose
    • Check Box - create a single toggle-able check-box 
  4. Enter a title for the field
  5. Click Save 

Editing Fields

Once you have a field, you have similar options to the group. Hovering over it, will reveal:

  • Edit Group - Clicking this will let us change the name of the field. You can also delete the field by clicking Remove. Note - you can't change the field once you've created it. If you need to change, you'll need to delete, then re-add.
  • More - Clicking this gives us three options:
    • Move - use this to move the group to another tab and group
    • Delete - deletes the group from the tab
    • Duplicate - use this to make an exact copy of that field
  • Move Cursor - Click and drag the field to a new location in the group

Repeat the steps above to add more fields and groups as needed. Once you are finished with your Tab, you need to reload Rex to see the changes - Hover over Hi (Username) then choose Reload.

Back to top
Powered by Zendesk