---
updatedAt: 2025-05-30T14:03:44.000Z
agentTools:
  projectIndex: https://support.zoey.com/llms.txt
---

# Account List Tabs

Accounts, Contacts, Leads, and Opportunity lists can have special filters saved as tabs to organize them.

# Tabs on the Account Grid

Customers > Accounts > **All**tab displays all enabled accounts by default.

Other default tabs include:

* **Net Terms** to display customers who have Net Terms configured.
* **Past Due** to show accounts which have past due invoices.
* **Open Invoices** for accounts which have open invoices.
* **Pending Orders** to list accounts which have [pending orders](https://support.zoey.com/docs/company-order-approval#how-it-works).

> 👍
>
> These tabs differentiate themselves through the **filters** applied!
>
> Which of your accounts are listed will depend on the filters for the tab you are looking at.

## Creating new Tabs

<Image align="center" className="border" border={true} src="https://files.readme.io/63ed15ef95bf670200004b6e8517031da153132f122a65086a5ed51bac8aa94c-image.png" />

On your customer list, click the 3-dots to the right of the tabs to click **Add New Tab**.

When creating a new Tab the below form will be presented.

<Image align="center" width="55% " src="https://files.readme.io/76d33a3-small-Screenshot_282.jpg" />

## Filters

Search criteria and advanced filters may be added for things like "Order Status", "Customer Group", "Created Date" and more. [Click here to learn more about Order Filters](https://support.zoey.com/docs/order-filters)

### Apply Current Tab's Filters

There will also be a checkbox for "Apply Current Tab's Filters". This will apply the filters from the Tab that is currently open. **This option will only be shown when creating a new tab, not when editing existing tabs.**

<Image align="center" width="70% " src="https://files.readme.io/863c04c-image.png" />

### Tab Label

This is the label that will be shown in the Tab.

### Tab Description

The tab description will show when the user hovers over the tab. (see below)

<Image align="center" width="75% " src="https://files.readme.io/bea96e9-small-Screenshot_283.jpg" />

<br />

### Shared Tabs

> 📘 Like all grids, Account List tabs can be shared with you by other admin users.
>
> Only the original creator can edit a shared tab. If you want to remove the tab from your list, the creator must cease sharing it with you.

Sharing a tab enables you to create the new filter tab and add it to other admin user's account list. A great way to standardize the important views!