Organize Modules

Organize Modules

The option to organize tabs allows organizations to display only the relevant number of modules and hide the unwanted ones. For instance, an educational organization using CRM might not require the Quotes or Invoices, so these modules can be hidden. You can also change the order of the modules by moving them up or down on the list.

Availability

Profile Permission Required: Users with the Administrator profile can access this feature.

To organize tabs

  1. Log in to CRM with administrative privileges.
  2. Click Setup Customization Modules.
  3. In the List of Modules page, click Organize Modules
  4. Use the horizontal arrows to move the tabs from the Unselected Tabs list to the Selected Tabs list and vice versa.
  5. Click Save.

Note

  • The Home tab cannot be hidden.
  • Irrespective of the profiles, hidden modules are not displayed to any user.
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