Organize detail screen information into logical groups using tabs.
Overview
Tabs organize the information on the IKO detail screen into logical groups. Each tab contains one or more widgets that display the actual data. When a user opens a customer or object detail screen, they can navigate between tabs to view different categories of information.
Examples of tabs
General.
Running Cases.
Notes.
Products.
Contact Moments.
Documents.
Work.
Income.
Configuration
Creating a tab
Navigate to Admin → IKO.
Select an IKO Server and View.
Go to the Tabs section.
Click Add Tab.
Configure the tab name.
Add widgets to the tab.
Tabs configured for a View.
The order of tabs can be adjusted via drag & drop.
Tabs displayed on the detail screen.
Tab properties
Field
Description
Key
Technical key (unique identifier).
Title
Display name of the tab.
Type
Tab type (only widgets is supported).
Aggregated Data Profile Name
Name of the data profile for aggregation. If not specified, data from the connector endpoint is used instead.
Tab contents
Each Tab contains one or more Widgets. See Widgets for detailed configuration options.
