How do I add, hide, and rename tabs in agentOS?
You can take full control of the tabs displayed on your agentOS records — hiding system tabs you don't need, renaming existing ones, and creating new ones to suit your workflow.
agentOS allows you to customise the tabs that appear on your records. You can add, remove, edit, and reposition tabs so that your records display exactly the information you need, in the format you choose.
The following video guides walk through each of the main processes.
Guide 1 — Introduction and Hiding System Fields
This guide introduces the tab customisation area and demonstrates how to hide system tabs you don't want displayed on your records.
🎬 Watch Guide 1 — Introduction and Hiding System Fields
Guide 2 — Renaming an Existing Tab
This guide shows how to rename an existing system tab to better reflect your agency's terminology or workflow.
🎬 Watch Guide 2 — Renaming an Existing Tab
Guide 3 — Creating a New Tab
This guide demonstrates how to create a brand new tab on your records to capture additional information.
🎬 Watch Guide 3 — Creating a New Tab
Note: Customisation changes to tabs apply to all users within your organisation. If you need assistance with configuring your tabs, contact support@agentos.com.