Create a New Profile Tab

Tabs allow you to create groupings of custom fields that can be added to your contacts' profiles.

  1. From the main menu,  click on your NameSystem Settings.
  2. Once in System Settings, click Contacts Tab from the left side menu
    Screen_Shot_2018-11-12_at_12.02.30.png


  3. Click on the Add New button at the top right of the screen
    Screen_Shot_2018-11-19_at_6.06.05_PM.png
  4. Fill out the Name field and click on the Save button. This will be the new name of the tab you're creating.
    Screen_Shot_2018-11-13_at_11.31.48.png
  5. Click on +Add A New Field button.
    Screen_Shot_2018-11-13_at_11.34.15.png
  6. Select New Field and click on the field you wish to add.
    Screen_Shot_2018-11-13_at_11.34.26.png
  7. Fill out the Field Name and Help Text sections. Click on Save button to save changes.
    Screen_Shot_2018-11-13_at_11.34.54.png
  8. This will bring you back to Customer Contact Tab, where you can add additional fields or click on the Save button to save changes.
    Screen_Shot_2018-11-13_at_11.40.08.png

 

If you have any questions or comments on any of the instructions above, please feel free to reach out to us at any time at support@reiblackbook.com

 

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