Personal Setup: Tab Preferences

This setting is available to all users.

Purpose: Tab preferences let you customize the layout of contact and company records so the information you use most is front and center.

Path: Settings > Tab Preferences

What you can do here

Control the order in which tabs appear on contact and company records
Rearrange the tabs that display on contact and company records (such as Activity, Tasks, Properties, Notes, Documents, and Contracts) so your most-used tabs appear first.

Drag and drop tabs to rearrange them
Click and hold any tab in the list, then drag it to your preferred position. The new order saves automatically and applies to every contact and company record you view.

Toggle tabs on or off
Hide tabs you do not use by toggling them off. This reduces clutter on the record view. You can always turn them back on later if your workflow changes.

Good to know

Tab preferences are personal to your account. Your tab order and visibility settings do not affect how other team members see their records. Each user can configure their own layout independently.