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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create a Welcome Tab in the Catalog

  • Updated:

This article walks through how to create a "Welcome" tab that users are directed to when they access your CivicRec Catalog. A Welcome tab is a great way to provide users with information about your organization such as upcoming events, registration policies, or tips for using the Catalog. 

 

 

Important Note

  • If no items are assigned to a Catalog tab, the system will skip over it and take the user directly to the first catalog tab that has active items. If you would like users to be directed to the Welcome tab first, you will need to make sure items are added to that tab. 

 

Instructions

  1. Navigate to Configuration > Public View > Catalog Tabs
    catalog tabs
  2. Click Create Catalog Tab
    create catalog tab
  3. Fill out Appearance fields
    appearance
    • Tab Label: Create the tab name
    • Tab Color: Use the color palette or insert an HTML code to select a color
    • Show Internal: Check to show the tab on the internal catalog
    • Restrict to Locations: Choose none or use the drop-down to only show at the selected locations
    • Show Public: Check to display the tab on the public catalog
    • Public Page Layouts: Select the desired layouts
  4. Select a Tab Type from the drop-down
    registration
  5. Click Add Item
    add item
  6. Configure the activities to display on the tab
    activities on tab
    • Note: If no items are assigned to the Welcome tab, the system will skip over it and take the user directly to the first catalog tab that has active items. 
    • Category: Select the categories to add to the tab
    • Location: If needed, select specific locations
  7. Do not select an Access Group if you wish for the Welcome tab to display on the public catalog
    access groups
  8. Add Tab Content, this is where you can add the welcome message for the tab
    tab content  
    • Note: Information added to this field will not display on the mobile view of CivicRec. If you wish to display the content on a mobile device, you can add it to the Description field of the Activity. 
  9. Click Save New Catalog Tab
    save new catalog tab
  10. Catalog tabs will display in the order they are created, use the arrow tool to drag and drop your Welcome tab to the top of the list
    move catalog tab
  11. Your Welcome tab will now display on your Catalog
    welcome tab

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