Introduction

Organize Tabs

Availability

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

1. Go to Setup > Customization > Modules.
   
2. In the List of Modules page, click on Organize Modules.
   
3. Use the horizontal arrows to move the tabs from the Unselected Tabs list to the Selected Tabs list and vice versa.
   
4. Click on Save.

Note:

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

Rename Tabs

Availability

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

1. Go to Setup > Customization > Modules.
   
2. Move the mouse pointer to the module that you want to rename.
   
3. Click on the More icon, and then click Rename.
   
4. Enter the singular and plural forms of the module's name in the respective text boxes.
   
5. Select the profile(s). Users in the selected profiles will have access to the module.
   
6. Click Save.

Note:

1. New tab names will not be reflected on the Reports module. Standard names are always displayed.
   
2. All the fields' names will also change according to the new name.
   
3. If you change a tab name to plural form with the suffix "-ies", the singular form will be suffixed with "y". For example, if you change "Jobs" to "Opportunities", in all the places the singular form of jobs, "Job" is changed to "Opportunity".
   
4. While changing the tab name you can add singular and plural names for the tab, eg: Temps vs. Temp.

Group Tabs

Availability

Profile Permission Required: Users with the Administrator profile can create tab groups.

1. Click the menu option next to the home button.
   
2. In the drop down list, click Create .
   
3. In the Create Tab Group page, do the following:
   
1. Enter a Group Name.
   
2. Select the tabs from the List.
   
3. Specify users with which profile permissions will be able to access this group from the list.
   
4. Click Save.

Note:

1. Paid users can create a maximum of 25 tab groups with any number of tabs in each group.
   
2. For a given profile, only the tabs in the tab group will be accessible. The users will be able to access the tabs in a group based on the Module-level Permissions in their profile.