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How To Set a Contact Tab as a Default Tab

When you add a new Contact Tab it will not automatically be included on the contact pages of all of your contacts. However if you want a tab to be displayed for each contact you can easily set it as a default tab following the steps below. 

1. Click on your name in the upper right hand corner, and from the drop down menu select System Settings.

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2. On the system setting page, under CRM, click on Contact Tabs. 

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3. Click on the menu (three dots) next to the tab you want to set as a default and from the drop down menu select Set as Default.

NOTE: If this is already a default tab and you want to unset it, you will be able to do so by clicking Unset as Default.  

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4. A box will pop up asking you to confirm that you'd like to set this tab as a default tab. You will need to click on the Set as Default button to confirm this. 

 

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Your tab will now appear on each of your contact pages. If you have any additional questions about this or anything else please contact us at support@reiblackbook.com.

 

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