---
key: customize-tabs-on-one-record
title: Change the tabs on one customer or record
audience: staff
section: settings
routes: ["/accounts/:accountUid", "/work-orders/:uid/:tab?/:itemUid?", "/work/projects/:uid/:tab?/:itemUid?", "/work/tasks/:uid/:tab?/:itemUid?", "/service-assets/:assetUid/:tab?/:itemUid?", "/work/portfolios/:uid/:tab?/:itemUid?"]
permissions: ["workspaces.dashboard_settings.update"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Hide, reorder or pick the opening tab for one customer, work order, project, task, service asset or portfolio, and for everything under one customer, without changing anyone else's.
keywords: [customize tabs, hide a tab, tab order, one customer, one record, default tab, dashboard tabs]
related: [set-default-tabs-for-record-dashboards, find-your-way-around-a-record, turn-folders-on-or-off-for-one-record]
---

In the sidebar, open **Accounts**, then **All Accounts**, and open the customer
(or open the work order, project, task, service asset or portfolio from its own
list). Press **Actions**, then choose **Customize tabs**. A panel opens on the
right. A customer's page address is `/accounts/` followed by the customer.

The organization sets the tabs every record of a kind shows
([[set-default-tabs-for-record-dashboards]]). This panel changes them for
this one record only, and wins over the organization's choice and over
anyone's own saved view. It is for the customer whose work orders never need
**Billing**, or the project where **Time** should open first.

## Before you start

- Your role needs permission to change dashboard settings. Without it
  **Customize tabs** is missing from the menu.
- If your plan does not include per-record tabs, the panel says so and the
  organization's tabs apply everywhere.

## Steps

1. At the top of the panel, choose **Customize** (the other choice,
   **Organization default** or **Customer's setting**, keeps what this record
   shows today). The list starts from the tabs the record shows now.
2. Drag a tab by its handle, or use its up and down arrows, to change the
   order.
3. Press a tab's **Shown** / **Hidden** switch to hide or show it.
4. Choose **Opens first** on the tab that should open when someone opens the
   record.
5. Changed your mind? Press **Start over from the default**.
6. Press **Save**. Nova says **Tab settings saved.**

## On a customer: records under this customer

A customer's panel has a second part, **Records under this customer**. Pick a
**Record type** (work orders, projects and so on) and set the tabs every one
of that customer's records of that type shows. A single record can still set
its own tabs, which win over the customer's.

## What you see

- Under the heading, a line says where the tabs come from now: the
  organization default, the customer's setting, or this record's own.
- Hiding a tab hides it from everyone who opens this record. Nothing on it is
  deleted; showing it again brings everything back.

## If something looks different

- Every control is greyed out: you can see the settings but your role cannot
  change them.
- Choosing **Organization default** again removes this record's own setting.