Let's Set A Contact Tab As Default
When you create a new contact tab, it will not automatically be included in your contact records. In order for a new contact tab to be included in new and imported contact records, you must first set it as default.
Once you set one of your custom contact tabs as default, it only appear in new and imported contact records, and not in existing contact records. You will have to manually add the contact tab to existing contact records.
The details contact tab always will remain as the main default, so as you set your custom contact tab as default, it will be in addition to the details contact tab.
You can have multiple contact tabs as default.
In this article, you will learn step-by-step how to set a contact tab as default.
We have created a short video to show you how to set a contact tab as default.
Don't have time to watch the full video? Follow our step-by-step instructions below.
1. Log in to your REI BlackBook account. Click on your name located in the upper right-hand corner. In the drop-down menu, click on System Settings.
2. You will be directed to a new page. Click on Contact Tabs under CRM located on the left-hand side.
3. You will be directed to your contact tab management system. To set a custom contact tab as default, click on the three dots located on the right-hand side of the tab.
In the drop-down menu, click on Set as Default.
4. A pop-up box will appear. Read the message and click on Set as Default.
You will be directed back to your contact tabs where you will notice a check mark next to your new default contact tab.
We appreciate you taking the time to set your custom contact tabs as default! If you have any additional questions, contact us at firstname.lastname@example.org.