Accessory tabs

NOTE For a description of the other components of the new page layout, refer to Entity Page Layout.

Accessory tabs are a series of tabs located at the bottom of the main panel, below all expandable components selected for the entity category. They allow you to create, view, and manage items that are associated with the current entity. Depending on the entity, you can track notes, time entries, attachments, expenses, and a number of other items on the tabs. For a complete list of accessory tabs, refer to Types of accessory tabs.

Accessory tabs are loaded independently from the main content of the page. If you move between modes, unsaved changes made to fields in the accessory tabs will be saved.

The number next to an accessory tab name indicates the total number of tab-related items associated with the entity. It does not take into account your security permissions, so it may not reflect the actual number of items you will see on the tab table.

Types of accessory tabs

Each entity has a different set of tabs. The following table shows the entities each tab appears on. Click on the link for a description of each tab.

Accessory Tab Name	Appears on the following entities	Description
Activity	Contact Device Document Knowledge Base Article Opportunity Organization Task Ticket	The Activity tab contains time entries, notes, system notes and attachments associated with the entity. Powerful filtering, searching and sorting tools allow you to easily find what you are looking for. Refer to The Activity tab.
Approvals	Ticket (Change Request only)	The Approvals tab appears only on Change Request tickets. Refer to The Approvals tab.
Devices	Contacts Organization	On the Devices tab, you create and manage devices associated with the organization or contact. Refer to The Devices tab.
Attachments	Device Document Knowledge Base Article Organization Ticket	On this tab, attachments are shown separately, even though they also appear on the Activity tab. The tab will only appear for users with permission to view attachments. Refer to The Attachments tab.
Change Info (Change Request only)	Ticket	The Change Info tab appears only on Change Request tickets. Refer to The Change Info tab.
Changes	Ticket	The Changes tab appears on Problem and Incident tickets, and references any Change Management tickets they are associated with. Refer to The Changes tab.
Charges & Expenses	Ticket	Expenses appear on tasks and tickets. On tickets, they share a tab with Charges, on tasks, they have their own. Refer to The Charges & Expenses, and Expenses tabs.
Client Portal	Contact	The Client Portal tab appears on the Contact page. Refer to The Client Portal tab.
Organization Alerts Contact Alerts	Contacts Organization	On the Organization Alerts and the Contact Alerts tabs, you configure alerts that appear on the Organization, Contact, Ticket, and New Ticket page. Refer to The Organization and Contact Alerts tabs.
Contact Groups	Organization Contacts	The Contact Groups tab appears on the accessory tabs of the Organization and Contact pages. It displays all group memberships for the organization's contacts or the selected contact. Refer to The Contact Groups tab .
Contacts	Organization	The Contacts tab appears on the accessory tabs of the Organization page. It displays all contacts associated with the organization. Refer to The Contacts tab.
Contracts	Organization	The Contracts tab appears on the accessory tabs of the Organization page. It displays all contracts associated with the organization. Refer to The Contracts tab.
Documents	Device	The Documents accessory tab is one of the locations where documents related to a device are displayed (the other is the Documentation Manager page). Refer to The Documents table and accessory tab.
Expenses	Task	Expenses appear on tasks and tickets. On tickets, they share a tab with Charges. On tasks, they have their own. Refer to The Charges & Expenses, and Expenses tabs.
Financials	Organization	Opens a list of selected financial reports. Refer to Financial reports on the Organization page.
Incidents	Ticket	The Incidents tab appears on Problem and Change Request tickets, and references all incidents they are associated with. Refer to The Incidents tab.
Invoice Settings	Organization	The Invoice Settings tab appears on the accessory tabs of the Organization page. Refer to The Invoice settings tab and page.
Invoices	Organization	The Invoices tab appears on the accessory tabs of the Organization page. It contains the invoice history for the selected organization. Refer to The Invoices tab.
IT Glue Checklists	Organization	If you have enabled the IT Glue integration, the IT Glue Checklists tab appears on the accessory tabs of the Organization page. It contains the IT Glue checklists for the selected organization. On this tab, you can open IT Glue checklists in Autotask or IT Glue, and complete checklists and individual tasks. Refer to The IT Glue Checklists tab.
Locations	Organization	The Locations tab appears on the accessory tabs of the Organization page. On this tab, you can view and manage existing organization locations and create new ones. Refer to The Locations tab.
Milestones	Task	The Milestones tab is visible on tasks where the project is associated with a fixed price contract. Refer to The Milestones tab.
Notes	Contacts Organization	The Notes tab lists all CRM notes and completed to-dos associated with an organization or contact. Refer to The Notes tab.
Opportunities	Contacts Organization	The Opportunities tab lists all sales opportunities associated with the organization or the contact. Refer to The Opportunities tab.
Problems	Ticket	The Problems tab appears on Change Request tickets, and references all problems they are associated with. Refer to The Problems tab.
Projects	Organization	The Projects tab appears on the accessory tabs of the Organization page. On this tab, you can view and manage existing projects for the organization and create new ones. Refer toThe Projects tab .
Purchase Order Settings	Organization	The Purchase Order Settings tab appears on the accessory tabs of the Organization page of organizations of type Vendor. On this tab, users with the required permissions can customize purchase order-related settings for the selected vendor organization. Refer to The Purchase Order Settings tab.
Quote Settings	Organization	The Quote Settings tab appears on the accessory tabs of the Organization page. On this tab, users with the required permissions can customize quote-related settings for the selected organization. Refer to The Quote Settings tab and page.
Related Items	Device	A device can be related to other devices. These relationships are managed on the Related Items table. Refer to Managing relationships between devices (The Related Items tab).
Sales Orders	Organization	The Sales Orders tab appears on the accessory tabs of the Organization page. On this tab, you can view and manage existing sales orders for the organization. Refer to The Sales Orders tab.
Service Calls	Task	Service Calls appear on tasks and tickets. On tickets, they share a tab with to-dos, on tasks, they have their own. Refer to The Service Calls & To-Dos, and Service Calls tabs.
Service Calls & To-Dos	Ticket	Service calls appear on tasks and tickets. On tickets, they share a tab with to-dos, on tasks, they have their own. Refer to The Service Calls & To-Dos, and Service Calls tabs.
Site Configuration	Organization	The Site Configuration tab lets you populate site configuration UDFs for an organization that are intended for technical content. They can be masked for users without the required permissions. Refer to The Site Configuration tab.
Subscriptions	Device	Subscriptions are a way to bill for devices and appear only on that entity. Refer to Searching and managing subscriptions.
Sub-Organizations	Organization	A sub-organization is an independent organization with its own record in Autotask that is associated with a parent organization. Refer toThe Sub-Organizations tab.
Tickets	Contacts Device Opportunity Organization	Tickets can be referenced on the Tickets tab of organizations, contacts, devices, and opportunities. Refer to The Tickets tab.
To-Dos	Contact Opportunity Organization Ticket	To-dos appear on tickets, organizations, contacts, and opportunities. On tickets, they share a tab with service calls. Refer to The Service Calls & To-Dos, and Service Calls tabs. On organizations, contacts, and opportunities, they have their own tab. Refer to The To-Dos tab.

Shared accessory tab features

Feature	Description
On organization accessory tabs only
Overflow menu	If you selected more than 8 accessory tabs on the Organization page, any additional one you selected for display con be accessed by clicking the More icon. Refer to Customizing and managing organization accessory tabs.
Tab title	The tabs on the Organization pages (except the Activity tab) have a right-aligned title that matches the wording on the tab. On all other entities, the tab title does not appear.
Help icon	The tabs on the Organization pages (except the Activity tab) have a context-sensitive Help icon. On all other entities, the icon does not appear.
On all entities
Button bar	All tabs have a button bar. Tabs that manage associated entities also include a button to create a new item and export the table to CSV.
Filter bar	The filter bar lets you control which data shows in the table. All fields in the filter bar will be persistent per user and across sessions. Not all accessory tabs have filter bars.
Bulk menu	Some tables have a bulk menu and a bulk selection column. The options on this menu are the same as on the entity Search page.
Quick Filter row	The quick filter row lets you select or enter a value to filter the data. Quick filter settings are not persistent.
Context menu	Most tables include a context menu that largely functions like the one on the corresponding entity search pages.

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