You can change settings for the standard record tabs in Database → Tabs.

Some tabs, like the application record’s Details or the person record’s More Information, are made using the same custom tab tool that you have access to.

Others, like the tabs prefixed by System -, are built into Slate and have different settings.

Select the tab you’d like to customize, or select Insert to create a custom tab.

Standard tab settings

The following settings are available for configuration in standard tabs:

Status

By default, all standard tabs are Active and appear on the person record.

You can hide any tab by setting its Status to Inactive.

Name

The names of standard tabs cannot be modified.

Portal

🏔️ Summit 2025 Feature

You can override the standard person Dashboard tab with a portal.

This setting is only available for the person-scoped System - Dashboard tab.

1. Create a portal with User security and Person scope.

2. Select the portal from the Dashboard list.

3. Select Save.

The person record’s default Dashboard tab is replaced by your portal content.

Read Permission

Select a permission from the list. Only those users with this permission will be able to see the tab.

📖 Further reading: Permissions

Notes

Add internal notes regarding the tab. Notes do not appear on the tab itself.