Saved Tabs

WebWorkstationMobile

The Saved Tabs tab on a customer profile shows in-progress Salespoint tabs associated with that customer.

Permission Required

You need Salespoint access to view and create saved tabs from a contact profile.

View Saved Tabs

1. Open the contact profile.
2. Open Saved Tabs.
3. Select a row to preview the tab.
4. Use the tab preview actions if you need to open it in Salespoint.

Rows show the last updated date and time, item count, scheduled time when applicable, staff initials, and total amount. Amount colors indicate whether the tab is unpaid, partially paid, or fully paid.

Start A New Tab

Select the plus button in Saved Tabs to start a new Salespoint tab for the contact.

Open Behavior

Selecting a saved tab opens a preview. Right-clicking a row opens the tab directly in Salespoint on supported devices.

Related

• Tabs
• Using Salespoint
• Transaction History