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The Tabs at the Bottom of the Contact Layout

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Copper Contributor
Posts: 32
Country: USA
Accepted Solution

The Tabs at the Bottom of the Contact Layout

Whenever I open my Contact Layout, the open tab on the lower screen always defaults to Activities.  I would prefer my Note tab to be the active tab by default.  Is there any way to do this?


Accepted Solutions
Solution
Accepted by topic author Slapshot
‎09-25-2015 03:20 AM
Nickel Super Contributor
Posts: 939
Country: USA

Re: The Tabs at the Bottom of the Contact Layout

I think it always opens to the first tab by default.  You can change the Tab order by going to Tools > Design Layouts > Contact....Once the layout designer opens, go to Edit > Tabs.

Michael Matthews
Bridge Concepts, Inc.
Fort Worth, TX
www.bridgeconcepts.com

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Solution
Accepted by topic author Slapshot
‎09-25-2015 03:20 AM
Nickel Super Contributor
Posts: 939
Country: USA

Re: The Tabs at the Bottom of the Contact Layout

I think it always opens to the first tab by default.  You can change the Tab order by going to Tools > Design Layouts > Contact....Once the layout designer opens, go to Edit > Tabs.

Michael Matthews
Bridge Concepts, Inc.
Fort Worth, TX
www.bridgeconcepts.com
Copper Contributor
Posts: 32
Country: USA

Re: The Tabs at the Bottom of the Contact Layout

Perfect.  Thanks.

Bronze Super Contributor
Posts: 1,538
Country: United_Kingdom

Re: The Tabs at the Bottom of the Contact Layout

Slapshot - It sounds like you're incorrectly using the Notes to record histories which many 100's of thousands of untrained Act! users do.

However you should be using Histories to enable you to take advantage of many of Act!'s functions including Reports.

David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
Copper Contributor
Posts: 32
Country: USA

Re: The Tabs at the Bottom of the Contact Layout

Dave, no I use History and Notes.  But I very much appreciate having notes open when I call contacts since I include important info about them in the notes (things like preferences, likes, dislikes, issues, problems, struggles, etc.)  But I definitely use History as well.

Bronze Super Contributor
Posts: 1,538
Country: United_Kingdom

Re: The Tabs at the Bottom of the Contact Layout

That's brilliant and I'm pleased to hear that.

David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org