We have a 3rd party bundle that places a tab on Sales Orders. We are trying to implement the customer portal option but that tab shows on the customer viewable (external) versions of the sales order and we cannot seem to remove it. We have removed the tick on a customized form and set that form as preferred but it still shows up. Does anyone know what we should be doing to remove it?

Hey Scott, if you’ve already gone into the form and removed the Show checkbox, then that may mean that the records you are reviewing are using a different form from the one you’ve customized. After setting the new form preferred, new forms should not show the tab but old transactions may still be using a different form.