How Do I ... Rename and Configure Module Tabs - SugarCRM

How Do I ...
Rename and Configure Module Tabs
Introduction
Use Developer Tools to rename and configure module tabs to customize
Sugar to align with your business terminology and processes. You can
rename and reorder module tabs and choose which module tabs display
for the end user. You must be logged in as the system administrator to
access Developer Tools on the Administration home page.
Objectives
This guide will enable you to:
Rename Module Tabs
Configure Module Tab Display and Order
Rename
Module Tabs
Edit the Display Value label to rename module tabs. Use the Undo and
Redo edit buttons to modify any changes before you click Save.
Best Practices:
Make your changes in a development environment first, if available, to
test your changes there. The Save button automatically deploys the
changes.
Use the Label Editor to change any corresponding module fields that
should reflect the new module name for consistency throughout the
user interface.
Follow these steps to rename module tabs.
Step Action
1 Click Rename Tabs from the Administration home page in the
Developer Tools section.
Result: The Rename Tabs page displays.

The tab labels and the corresponding database values display on
the page. From the drop-down list displayed above the tab labels,
you can select the language to display the tab.
2 Click the label that you want to edit and replace it with the new
value.
3 Click one of the buttons below:
Save to save your changes.
Undo to revert to the previous value
Redo to go back to your change.
Configure
Module Tab
Display and
Order
Configure Tabs allows you to determine which module tabs display in the
user interface and the order they appear.
Use drag and drop functionality to display and hide tabs in the user
interface.
The Display Tabs column contains the modules that display in the
user interface.
The Hide Tabs column contains the modules that will not display in
the user interface.
Allow users to configure module tabs in their own instance by checking
the Allow users to configure tabs box.
Note: Users will have access to configure only the Display Tabs column in
their own instances if the Allow users to configure tabs
checkbox is selected.
Follow these steps to display, hide or reorder module tabs in the user
interface.
Step Action
1 Click Configure Tabs from the Administration page in the
Developer Tools section.
Result: The Configure Tabs page displays with a list of module
tabs.
An example of the Configure Tabs page appears below.

2 Display or hide module tabs by:
Hovering over the desired module tab name in the column it
is currently located until the mouse SizeAll bars display.
Holding down the mouse button and dragging and dropping
the module tab name to the desired column.
3 Reorder the module tabs display by:
Hovering over the data field you wish to move in the desired
column until the mouse SizeAll bars display.
Holding down the mouse button and dragging and dropping
the data field to the desired location within the column.
4 Click the Save button to save your changes or click Cancel to
exit the page without saving your changes.
Result: The module tab changes display in the user interface.
Best Practice: Make your changes in a development
environment first, if available, to test your changes. The Save
button automatically deploys the changes.
See Also
For further information on renaming and configuring module tabs see the
online SugarCRM Administration Guide, which is available from the
Help link
on the Sugar Administration pages.
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