The Detail tabs


Detail tabs on cases


Detail tabs on documents


Detail tabs on contacts


Manage tabs

You can add, rename, remove, and change the order of the tabs.

You can create own custom tabs to display documents or parties based on your filter criteria. See the Save and reuse search as a custom tab section.

  1. Open the detail page you want to adjust the detail tabs for.
  2. On the detail tab area, click Select tabs to view to open the Tab selector pane.
    The available tabs are displayed in the left pane and the tabs in use are displayed in the right pane.
  3. In the Tab selector pane:
    1. Drag and drop the tabs to the desired position, either moving a tab from the right pane to the left tab to remove a tab and moving a tab from the left pane to the right pane to add a tab. You can also click Select item in the left pane to add the tab or click Deselect item in the right pane to remove the item.
    2. To change the order of the tabs, drag and drop a tab to a new position in the right pane.
    3. To rename a tab, click Rename next to the tab title of the tab you want to rename to open the Edit tab form. In the Edit tab form > Tab name field, enter the new title.
  4. Click Save to save your changes and exit the form.
  5. If you rename a detail tab on documents or contacts, the new title will be applied to all document and contact detail pages, respectively. If you rename a detail tab on a case, the new title will be applied only to cases that belong to the same case category.

  6. Click Save.

Add a filtered detail tab

Filtered detail tabs are detail ribbon tabs that display the results from an embedded saved search. You can also create a custom filter for the tab and when you apply the search and save the tab, your custom search will be saved as a saved search.

When you apply a search as a filter to a detail tab, the results will be automatically filtered to only display results connected to the active case, document or contact. If you use the same search to generate results in a list, all search results will be displayed.

You cannot save a search or a filtered detail tab that does not contain any search criteria.

You can edit the search, delete it or apply it to other tabs or lists as any other saved search.

The following filtered detail ribbon tabs can be added to the corresponding detail page:

  • Case detail page: Filter documents, Filter parties, Filter case references, Filter Child cases
  • Document detail page: Filter parties
  • Contact detail page: Filter contact references

See Also

Save a search as a custom detail tab


Display or hide list columns

The lists in the detail tabs display the relevant item fields as list columns so you can get an overview of the most important information quickly. You can decide which columns you want to see on the lists and change their order. For example, you can change the sort order of the list, move the columns you use most often furthest to the left and remove columns you do not need.

Change the sort order of the list

By default the list is sorted by date of creation, but you can change the sort order by clicking a column heading to sort the list by that column. You can toggle between ascending and descending order by clicking the column heading.

Rearrange the list columns

To rearrange the columns displayed in the list, select and drag the column heading to its new location. When the column heading changes background color from white to gray, you can drag the column.

Add or remove displayed columns

A number of columns are displayed by default in the list but there are more fields available than are displayed initially. You can fine-tune the list by adding new fields (columns) or removing columns from the list.

Display tab counters

A detail tab can contain many rows in the detail list and you can configure each detail tab to display counters on the tab. There are two configurable counters which you can enable or disable: The item counter and the unread item counter.

The item counter

The item counter is light blue and displays the number of rows in the tab or list. The counter displays the number of rows currently displayed in the list so any filters on the tabs will be respected.

The item counter is disabled by default for all tabs except the Notes tab but you can display the counter for each tab.

The unread items counter

The unread items counter is red and displays all unopened items on case and document lists that can be displayed in detail tab pages, including custom lists containing case or document filters. Only unopened cases or documents where you are the case handler are included in the count, for example new or existing cases or document you have not yet opened as a case handler.

Unopened items are additionally displayed in bold in the tab page or list.

The counter uses the MRU (Most Recently Used) list to determine if an item has been opened. When a case or document is opened, it will be registered as having been read.

The unread items counter is enabled by default for the Chats detail tab and disabled for all other tabs.

The following detail tabs contain the unread items counter: 

  • Documents
  • Chats*
  • Case references
  • Parent cases
  • Child cases
  • Document references
  • Documents in hierarchy
  • Supplementary documents
  • Recycle bin

*The unread items counter on the Chats tab displays the number of chats with unread messages.

See Also

Reading lists