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Create a custom tab

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Hchen151
Level 2

Create a custom tab

There are two questions regarding the person tabs:

1. Where can I create a new custom tab such as the Company Info as the graph below?

2. How do I set the tab read only after a certain time amount after the information is input from a CRM?

 

Hchen151_0-1643664054900.png

Thanks!

 

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Beth_Massura
Level 6 - Champion

Re: Create a custom tab

Hi, most of the additional tabs are created automatically based on the CRM sync. You can have only one "custom" tab on the person detail page and it looks like you already have one. I'm not aware of a means of making the information read-only. Here's the documentation about setting up the custom tab: https://experienceleague.adobe.com/docs/marketo/using/product-docs/administration/settings/creating-...

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Beth_Massura
Level 6 - Champion

Re: Create a custom tab

Hi, most of the additional tabs are created automatically based on the CRM sync. You can have only one "custom" tab on the person detail page and it looks like you already have one. I'm not aware of a means of making the information read-only. Here's the documentation about setting up the custom tab: https://experienceleague.adobe.com/docs/marketo/using/product-docs/administration/settings/creating-...