Customer Portal Tabs Request

1

If you select invoices and scroll down, the options - Summary, Quote, Orders, Invoices, Credit Notes and Delivery Notes scrolls off screen. So you always have to scroll back up if you want to view another tab. This is also an issue in the Main Manager program - but is more of an issue in the Customer Portal because customers would not be familiar with Manager, so the tabs really need to be always visible.

Given that there are only six tabs maximum that can be displayed on the Customer Portal, it would make more sense to place the tabs in the same row as the name of the client and have this row and the table header rows frozen so you always see the tabs, table name such as invoices and header rows such as Issue Date, Reference and Description. Unless more many more tabs will be introduced for the Customer Portal, I think having the tabs horizontally rather than vertically would make sense.

As for the Main Manager program, if the table header rows could be frozen as well that would be a massive improvement as by design these should always be visible.

2

I believe that in your case, you are embedding the customer portal in an iframe inside your own webpage.

In your case, the solution is simple. You can use JS to inject/modify the CSS of the tabs to your liking.

3

Wow - I didn’t know that one could do that. I will look and see if this is a quick job, but will see what the developer says as it’s a trivial job to do the CSS on the main site.

4

I have had a quick look and it’s not massively difficult to do this. However, I will wait until Lubos has responded as my request makes sense for all Manager users. The current CSS design is not optimal as the tabs really need to be visible all the time.