Perform basic operations with Customers 2 settings
From the Customers 2 Settings page, you can perform a few different basic operations:
Removing sub-tabs from a tab
Remove sub-components from a parent component. Doing so returns the sub-component to the Available Components section of the page and, where appropriate, removes the sub-component from view in the Customers Module. For example, removing a sub-component of the headers component would remove the corresponding portion in the customer's profile summary data.
Steps
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On the Admin & Rights 2.0 dashboard, under Module Configurations, click Customers2 Settings. The Customers 2 Settings page opens.
- Select the component that contains the sub-component you want to remove.
- Click the red icon associated with the sub-component. The sub-component is removed from the Selected Components table and now appears in the Available Components section of the page.
- Click Save to implement the change in the Customers Module.
Arranging sub-tabs in a tab
Arrange how sub-components display within a parent component in the Customers Module. Depending on the related layout, the order of the components may be affected in either a left-to-right or a top-down fashion.
Steps
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On the Admin & Rights 2.0 dashboard, under Module Configurations, click Customers2 Settings. The Customers 2 Settings page opens.
- Click and drag the sub-component you want to move to its new location.
- Click Save to implement the change in the Customers Module.
Disabling and enabling page settings
Disable page settings defined on the Customers 2 Settings page.
Steps
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On the Admin & Rights 2.0 dashboard, under Module Configurations, click Customers2 Settings. The Customers 2 Settings page opens.
- Click Disable Page Settings to disable the settings defined in the Customers 2 Settings page. In lieu of the disabled settings, the system provides a default view for the Customers Module. Note that disabling page settings also clears the Customers 2 Settings page of any fields, which prevent you from adding or removing any components in the Customers Module.
- Once disabled, you can click Enable Page Settings to restore the page settings.