Advanced Onboarding Series Day 7 - Custom Tabs

Day 7

1 Creating Custom Tabs


Welcome to day 7 of your MagManager advanced onboarding series.

Today, we will be looking at how you can create your own custom tabs in MagManager:

  • Creating Custom Tabs


1 Creating Custom Tabs

If you ever find the need to add more details to your client information, that's where custom tabs come in.  You can use them to record where you have seen a potential lead, store extra contact numbers or store your client’s preferences, the options are limitless.


See this article for more details on Creating Custom Tabs


Click here to move onto Advanced Onboarding Series Day 8


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