Written by RPM has a lot of features. The Clients screen, in particular, has a wealth of tabs where you can track details about the clients you serve. It’s great to have options, but for some folks, seeing all these options on the screen can be overwhelming.
Are there certain tabs on the Clients screen you never use at all? Here’s a tip: You can turn those off so you never have to look at them! (This is easiest if you have rights to update the Users screen—if not, you’ll have to get someone else with higher clearance to do this for you.)
All you need to do is open the Users screen, select your own User ID to edit, and locate the “Clients” section of rights on the View tab. Then, change your security rights to “None” for the tabs you never use.
Once you’ve done this, close and reopen the Clients screen. The tabs will be gone, like magic! You can breathe a sigh of relief at your new, decluttered tab layout.
Let me know if this tip was helpful!
OK! That’s super cool to know you can do this. Not only is it great to declutter, but makes me rethink how we use / don’t use certain features at the same time. Thank You Maria!
You’re so welcome! Always glad to help make the system more usable.