In my previous post about the new Synergy design I wrote that the order of the tabs on the Person, Account and Project cards can easily be changed via drag-and-drop as of product update 245. What does this actually mean?
When you open a card, you will find the tabs just underneath the contact details (Business card and ‘More’ section).
A number of tabs are shown and there is also a ‘+ ‘ tab. When you click on the ‘+’ tab, it presents a list of pages that are not used very frequently. Of course the list of pages is based on availability. By clicking on one of the items in the list, it will automatically open the related page. If you would like to add an item to the tabs bar, you can easily do that by drag and drop. It is also possible to remove a tab from the bar and put it in the ‘+’ tab list via drag and drop.
Next to that you can also easily customize the order of the tabs. For instance when you are an Account Manager, you would like to see the activities related to a specific customer. In that case you can move the ‘Activity’ tab to the first position in the row. The order of the tabs will be stored automatically. When you open an Account card, the Activity tab is shown by default, so you don’t have to click.
I hope these tips will help you to work with the new Synergy design with even more pleasure. Your feedback is always welcome! Please do not hesitate to contact us through firstname.lastname@example.org or comment on this post.