Remove a custom type from a detail tab

The procedure below describes how to remove a custom type tab as a case detail tab. The same procedure is applicable if you want to remove a custom type to document detail tabs or contact detail tabs.

Removing a custom type only prevents users from accessing the existing data and prevents creation of new data. Existing data will not be removed unless specifically deleted on the database.

  1. Open a detail page, for example, the case detail page.
  2. Point the mouse on the tabs, and 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 right tab of the Tab selector pane, locate the tab for the custom type you want to remove from the case detail page and drag it to the desired position in the right pane. You can also click Deselect item to add it to the right pane.
  4. Click Save to save your changes and close the Tab selector pane.

See Also

About custom types

Add a custom type to a detail tab

Reorder custom type fields