SiteZeus now provides the flexibility to tailor the 'Basic Details' tab for Sites, Projects, and Locations according to your unique requirements. This support article guides you through the process, showing you how to configure which fields are displayed or hidden based on your preferences, giving you greater control over your data.
1. Accessing 'Basic Details' Tab Configuration:
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Navigating to Unit Settings: To customize the 'Basic Details' tab, ensure you have Client Administrative permissions. Then, under 'Administration,' select 'Settings', then the tab titled 'Unit Settings' at the top to begin configuring the tab.
2. Customizing 'Basic Details' Tab:
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Toggling Data Sets On and Off: In the 'Unit Settings,' you can toggle data sets on and off to control their visibility on the 'Basic Details' tab. Easily choose which fields are shown and which are hidden based on your organization's specific requirements. There is no 'Save' button, your changes will be automatically applied when toggling the settings to be shown or hidden.
3. Benefits of Customization:
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Streamlining Data Presentation: Tailoring the 'Basic Details' tab allows you to present information more efficiently. By displaying only the relevant data fields, you can streamline the presentation of key information, making it easier for users to access what they need.
SiteZeus's capability to customize the 'Basic Details' tab provides you with a powerful tool to enhance your control over how data is presented within Sites, Projects, and Locations. This feature streamlines data presentation, adapts to diverse needs, and empowers you to create a more efficient and user-friendly interface for your organization. Customization is the key to making your workflow more effective and responsive to the specific requirements of each unit.