When customizing screens, it is possible to not only customize the initial tab, but also to add more custom tabs to the screen beyond what is available by default. Following are instructions on how to do this.

Determine what screen you need to edit

1. Open a record that uses the screen that you would like to modify.
   
   
2. Click the Windows menu and hover over or click the Screens menu option. The code for the screen being used is displayed in the lower left-hand corner of the window.
   
   

Add the tab

1. Do one of the following:
   • Open the type of record for the tab you want to add (Matter, Name, or event). Then, select Window > Screens > Select a Screen (browse).
   • Select File > Setup > User-defined screens > [type of screen].
     
     
2. Do one of the following:
   • Click Add to add a new tab.
   • Highlight a screen and click Clone to copy an existing tab from another screen and use it as your template for the tab you are adding.
     
     
3. The Screen Designer window opens. In the ID field, enter the same ID used by the screen that you want to add the tab to. For example, if you want to add a tab to the IMM screen, enter IMM as the ID on this new screen.
   
   
4. In the Label field, enter what you would like the tab to be labeled as.
   
   
5. In the # field, enter the page number that you would like this tab to have. This determines the order the tab appears relative to other tabs on the screen. Note that regardless of what number you put here (except 1), the custom tab always appears AFTER the hard-coded tabs that appear on all names and matters (e.g., Notes, Linked Names/Matters, Events, Docs, Emails).
   
   
6. Design your tab as desired.