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Hchen151
Hchen151
Level 3
Jan 31, 2022 9:22 PM UTC
Solved

Create a custom tab

There are two questions regarding the person tabs:

1. Where can I create a new custom tab such as the Company Info as the graph below?

2. How do I set the tab read only after a certain time amount after the information is input from a CRM?

 

Thanks!

 

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Beth_Massura
Beth_MassuraAccepted solution
Level 6
Jan 31, 2022 10:54 PM UTC

Hi, most of the additional tabs are created automatically based on the CRM sync. You can have only one "custom" tab on the person detail page and it looks like you already have one. I'm not aware of a means of making the information read-only. Here's the documentation about setting up the custom tab: https://experienceleague.adobe.com/docs/marketo/using/product-docs/administration/settings/creating-a-custom-tab-for-the-person-detail-page.html

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1 reply

Beth_Massura
Beth_MassuraAccepted solution
Level 6
Jan 31, 2022 10:54 PM UTC

Hi, most of the additional tabs are created automatically based on the CRM sync. You can have only one "custom" tab on the person detail page and it looks like you already have one. I'm not aware of a means of making the information read-only. Here's the documentation about setting up the custom tab: https://experienceleague.adobe.com/docs/marketo/using/product-docs/administration/settings/creating-a-custom-tab-for-the-person-detail-page.html

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