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Tuned Listener
Posts: 6
Registered: ‎04-06-2009

Deleting tabs & distributing new tabs

Using SLX 7.2

 

In the past we provided all our users with instructions to set up tabs.  This has resulted in far too many tabs for the Administrator to sort through when they are logged on.  We would like to:

 

1) delete all user defined tabs

2) have the Administrator create & then distribute the consistent tabs

 

What is the best way to achieve this?

Robin R. McDonald
Marketing Manager
DTx Inc.
Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Deleting tabs & distributing new tabs

What do you mean by "tabs" - Groups/Listviews?
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Tuned Listener
Posts: 6
Registered: ‎04-06-2009

Re: Deleting tabs & distributing new tabs

Sorry for the internal "shortcut" term Smiley Happy....

 

We instructed our users (Sales Team)  to add "Groups" in the List Views (particularly in the Opportunities Module) that reflected the various stages of our sales process (we use them during our weekly Sales status conference calls).  These groups display in the List Views as "tabs".

 

We realize now that the administrator should have created these Groups (tabs) and then distributed them. And we are trying to plan ahead this time & do it correctly.  Does that make sense?

Robin R. McDonald
Marketing Manager
DTx Inc.
Highlighted
Bronze Super Contributor
Posts: 153
Registered: ‎04-08-2009

Re: Deleting tabs & distributing new tabs

The advantage of having users able to create & release their own groups is that it makes it easier for users to get exactly what they need and reduces the workload for the administrator. 

 

If the Admin user has an unwieldy number of groups visible, a better solution is to log in as Admin, go to Manage Groups, and click "Hide Tab" on groups that admin doesn't need to see.  (Sage is mixing the terms too)