ProDon:Manipulation of client file tabs (Version 4)

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Manipulation of client file tabs (Version 4)




CAUTION : This document is for VERSION 4 of Prodon. To go to the document for version 5, click here.


Introduction

ProDon offers the possibility to edit the display of the client file if needed.
For getting to the client management from the homepage, click on the menu "Clients", then select "Clients button colour.png Clients".


Information about client file management

ProDon5 Manipulation of client file tabs 001.png

Allows the tabs of the client file to be edited if needed. If changes are needed, select the "Display" menu from a client file.


Display 2 groups of tabs

ProDon5 Manipulation of client file tabs 002.png

By selecting "Display - 2 groups of tabs" the user is able to split all the tabs into 2 groups: one group at the top of the file and the other at the bottom. If the option is unchecked, all the tabs will be on top of the client file.

Select - visible tabs

ProDon5 Manipulation of client file tabs 003.png

By selecting "Select - visible tabs" the user will be able to choose which tabs will be displayed in the client file.

Open - Tabs to display

ProDon5 Manipulation of client file tabs 004.png

Selecting "Open - Tabs to display" allows the user to display and to go to the tab in one move.

Also, the user is able to move the tabs. Only drag them where they have to be. They can even be moved from a group to another.