Adding or Creating Quick Tabs with the Quick Tab Wizard

Take the following steps to create a Quick Tab with the Quick Tab wizard:

Open a record list.
NOTE: If you do not know how to open a record list, contact Customer Support.
Click Options on the toolbar to open the User List Options window.
Click the Quick Tabs/Quick Menu tab.
Click Add to open the New User Level [Record Type] Quick Tab - Introduction window.
Enter a name for the new Quick Tab in the Name field.
Click to check the box for any or all of the following locations for the new Quick Tab:

Click Next to open the Create a New [Record Type] Quick Tab - Display Options window.
Complete the Display Options window.
Click Next to open the Create a New [Record Type] Quick Tab - Fields window.
Complete the Fields window.
Click Next to open the Create a New [Record Type] Quick Tab - Filter window.
Select one of the following filter options:

Use Saved Search
NOTE: If you select Use Saved Search, select the saved search that you want to use from the Default Filter drop-down list.
Use Saved Tags
NOTE: If you select Use Saved Tags, select the saved tags list that you want to use from the Saved Tags List drop-down list.
Use Custom Search
NOTE: If you select Use Custom Search, click Combined or Advanced and configure the custom search.

Click Next to open the Create a New [Record Type] Quick Tab - Sort window.
Select the data field that you want to use for the sort from the Sort Field drop-down list.
Select one of the following Sort Order options:

Click Next to open the Create a New [Record Type] Quick Tab - Finish window.
Select Yes under Would you like to open the Quick Tab form now if you want to open the Quick Tab form after the wizard closes. Select No if you do not want to open the Quick Tab form after the wizard closes.
Click Finish to save the new Quick Tab and close the Create a New [Record Type] Quick Tab - Finish window.
Click OK to close the User List Options window.

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