This article covers what’s changing with tabs on the Contact page, including:
Automatic Tab Grouping when greater than 7 tabs are visible in the Contact
Default Tab when navigating to a contact
Grouped Tab and Tab Reordering
Tab Grouping
As the available functionality in VerticalChange has grown, so have the number of possible tabs visible on a Contact in the top bar:
Many of our clients now have a large number of tabs on the Contact, and we want to make sure every one of them is easy to find. To keep navigation simple and everything in view, we’re introducing Tab Grouping. Once you have access to more than 7 tabs on the Contact, related tabs will automatically be organized into three groups: Form Results, More, and Reports:
Here’s a quick look at what each group contains:
Form Results: Includes tabs for entries created from your Form Templates, such as Activities, Assessments, Registrations, and Sessions. This is where you can view/edit existing form results or create new ones.
Reports: This is where you will find any Standard Reports or Contact-level Visual Dashboards.
More: This contains integration tabs such as FindHelp or Outside Forms, as well as any Admin Tools (like Merge) you may have access to.
The remaining tabs, such as Dashboard, Details, Groups, etc will remain as stand-alone tabs.
Setting a Default Tab
We recognize that for some users this may move their most heavily-used tab under a menu. In order to address that change we have also introduced the ability to set a default tab. You can find this in the menu at the end of the row of tabs:
Setting a default tab here will set that as the tab you are dropped onto when you navigate to a Contact. In the below screenshot I have set Activities as my default tab, meaning that the Form Results group is automatically expanded and I automatically land on the Activities tab:
Reordering Tabs in a Group
Users also have the ability to reorder the tabs under the grouping menus to match their preferences by simply dragging and dropping the tabs into your preferred order:
This can be set under the same menu as the Default tab
This is the first round of an iterative process in which we will be improving navigation on the Contact tab. Please do not hesitate to reach out to the Help Chat if you have any feedback on these changes or suggestions that might make navigation easier for you or your agency users.