thankQ Help

User Defined Tabs can be setup to capture any additional Profile information.

Fifteen User Defined Tabs can be created so information can be grouped according to its relevance.

1.Click User Defined Tab Content under the Administration module.

2.Click on the Table View tab

3.Click on a Contact line which has not been used

4.Click the Edit button on the tool bar

5.Enter a User Defined Tab Name

6.Enter Access Rights if applicable eg Contact Profile Read

7.Click in the tick box beside Tab Active to make the tab visible, click OK

8.Click on the Criteria tab

9.Right Click to Add Criteria

10.Select an item from the filter list, Click OK

11.Click OK to the warning message

12.Repeat steps to add more criteria