---
sourceDocument: Brazil Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/customer-service-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure tabs in the contextual side panel

# Configure tabs in the contextual side panel {#ariaid-title1}

Release version: Brazil  
Updated October 7, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The contextual side panel in CRM Workspace includes different tools that agents can use to research and resolve customer issues. You can add, rearrange, or hide tabs as well as set default values.

## Before you begin

Role required: workspace_admin, ui_builder_admin, admin

## About this task

The panel can be configured to ensure your agents have access to the necessary information for efficient case resolution.

## Procedure

1. Navigate to AllNow Experience FrameworkUI Builder.
2. Select the CRM Workspace experience.
3. Select the desired record page to open the page in the editor view.
4. Select Tab sidebar in the Content pane.  
   You can also select the component within the editor.
5. To add a tab, select + Add in the Tab sidebar component.
6. Select the option for building a tab.
   * Start from an empty container
   * Use a repeater
   * Display related lists for a record
   * Add a page collection

   {#config-csm-ws-side-panel-tabs2__choices_al1_yjq_lkc}  
   This procedure uses the Start from an empty container option.
7. Fill out the Tab Settings modal and select Create.  
   The tab appears at the bottom of the list of tabs.
8. **Optional:** If desired, drag and drop the tab to the desired location in the list.
9. Select Save to save the changes to the record page.

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