Permissions: You must have Administrator Permissions or higher.
My Clients Plus Administrators have the ability to reorganize the order of the tabs on the Client Case page for their Organization.
- Locate Client and open Client Profile.
- Click Notes in left side menu.
- Click Case Info for any Client Case.
- Click the pencil icon tab.
- Click the three lines next to tab title and drag and drop the tabs in desired order.
NOTE: Navigation items listed with a clipboard icon are Custom Forms created in My Clients Plus.
- Click Save. Order of the tabs will apply to ALL Client Cases in your Organization.