Navigation - Tabs and Content Links

SmartOffice records are organized using a series of tabs and corresponding content links. Each tab serves as a main heading (e.g., Contacts & Businesses, Household, etc.), while the content links provide access to various subsections of each tab.

For example, in the following image, the active tab is Contact, while the content links related to that tab are List, Personal, Add'l Personal, Key Relations, Benefits and so on.

When the user's browser window is not wide enough to display all available tabs or content links, a double chevron (>>) displays on the right side of the tab or content link row. Click the double chevron to select hidden tabs or content links.

Some tabs and content links can be accessed using shortcut keys. For more information, see Keyboard Shortcuts.

Note: Custom page layouts applied to records can change the labels of certain content links. For more information, see Page Layout Customization.