Guest tabs by client document list

The Guest tabs by client document list is used for viewing, storing, entering, editing and deleting guest tabs created for selected clients.

Location: Sales -> Guest tabs -> By client.

The viewer window is opened after four steps of the filter configuration: Select date range and Select divisions, Select client groups and Select clients.

The guest tabs by client document list can also be opened using the Guest tabs command from the context menu in the Clients window.

The document list is created using a filter to display guest tabs for selected clients from selected divisions in a specified date range.

The window contains the header Guest tabs by client, filter parameters pane and a data grid displaying guest tabs for the selected clients. The header contains the icon.

Guest tabs by client document list

The contents and the context menu are the same as in the Guest tabs by division document list.