NSC | How to Change the Order of Tabs on a Custom Form

Let’s say your team frequently uses the “Communication” tab on a customer form, but it's buried at the end—slowing down their workflow. To improve efficiency, you can reorder the tabs on a custom form so the most important sections appear first. This small change helps streamline navigation, reduce clicks, and tailor the form layout to better match your team’s daily tasks.

Please go to Customization > Forms > Entry Forms (or Transaction Forms depending on the record)

Find the custom form you want to restrict access to > Click Edit to open the form setup.

Click Save to apply changes