Customize TEBR

Customize TEBR tabs, drop-down menus, and other fields.

1. Details Tab

The following customizations are available for the Details tab:

 

2. Additional Information Tab

The following customizations are available for the Additional Information tab:

 

3. Comments Tab

The following customizations are available for the Comments tab:

  • Send emails when a new comment is added: Email Template Wizard.
    • Entity: TEBRs.
    • Trigger: New Comment Added.
    • Entity Field in the mail body: [[Comments]].
  • Turning comment emails on and off: Comments.

 

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Updated on August 25, 2021

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