• Accounting CRM

Accounting CRM: Related Tabs Explained

Updated: Apr 6

If you want to view all tasks related to one specific client, related tabs are the perfect way to do it.


  • Select any client from the client table.

  • The related tabs for that specific client can be viewed in the top right corner.

  • You can expand the view by clicking on the expansion bar highlighted in the image below.



  • If one of the tabs doesn't display a record, there are currently no records for this client in this specific task table.

  • To minimize the view click on the expansion bar once again.



  • You can edit any record from here like you normally would. Select the record and the edit screen will come up. Once you click save, the record will be updated.



52 views

Recent Posts

See All