Pages

A page can include any program components except another page. You can include summary sections, tabs, page sections, and actions.

Note: Not all pages, functional areas, and tasks are customizable. For example, you cannot customize the Query page. From this page, if you activate the Design Mode, you will notice that most of the design features do not activate.

The components housed on a page are topically related. For example, the constituent page houses record components related to a constituent.The top half of a constituent page, the summary section, displays the constitute address, links to related areas in the program, and more. The bottom half of the page, the tabs, display other information about the constituent - contact information, financial information, etc.- arranged in a tabular format. Several tabs include actions - Add, Edit, Delete. The left side of the constituent record houses information panes - action groups - providing the user easy access to Tasks and More information related to the constituent, in addition to View as options.

To determine what information appears on a page, select Properties in Design Mode. For more information, see Page-Level Design Mode Features.