Managing Web Tabs
Web tabs help you to open web pages like company-wide announcements, web applications, etc. inside Zoho CRM. All the Zoho CRM users across the organization can view these web tabs. You can also create your own applications using Zoho Creator and access them inside Zoho CRM. By default, the web tabs functionality is available only to the users with Administrator privilege. However, you can also activate this functionality for other users.
Create web tabs
You can create a maximum of 25 tabs, each with a unique name.
To create web tabs
- Go to Setup
> Customization > Modules and Fields > Web Tabs.
- In the Web Tabs page, click + New Tab.
- Enter the name of the web tab in Tab Name box.
- Select the source as Links or Widgets. Enter the URL or select the widget respectively.
- If necessary, enable Append parameters and add arguments as needed.
- Under Web Tab Access, select the profiles from the list to provide access to the web tab.
- Under Teamspace permission, click + Add Teamspace to select the teamspaces where the tab need to be available. You can also choose the folder in each teamspace.
- Click Save.
- The web tabs that you create will not be linked to the other modules in Zoho CRM.
If you delete a web tab, data in the other modules will not be affected. - You cannot create tabs with the same name as that of the existing modules in Zoho CRM (eg. Leads, Potentials, Reports, etc.).
- You may not be able to add some third-party web pages in the web tab. These websites restrict their content from loading inside another websites to avoid clickjacking attacks. They use the X-Frame-Options HTTP response header to indicate whether or not a browser should be allowed to render a page in an iframe.
Access Zoho Creator applications in Zoho CRM
With the Web Tab functionality, you can now access applications, that are designed using Zoho Creator, within your Zoho CRM account. For instance, you can create an application that lists outs the major announcements or latest events in your organization, or forms that calculate the sales commission, keeps track of travel expenses and marketing budget. To access Creator applications within Zoho CRM, you need to first create an application using Zoho Creator. Then, you can create web tabs with the link for the Creator application.
Part 1 - To create applications using Zoho Creator, see Zoho Creator Help.
Part 2 - To create web tabs with the Creator application link
- Go to Setup
> Customization > Modules and Fields > Web Tabs.
- In the Web Tabs page, click + New Tab.
- Enter tab name and select the source as Links.
- In the Link field, click
(Choose a form from Zoho Creator link) to choose an application from Zoho Creator. This icon will be located in the right hand side of the Link field.
- In the Creator Form Details page, click on the required application.The name of the application/form will be automatically available in the Tab Name field.
- Under Web Tab Access, select the profiles from the list to provide access.
- Under Teamspace permission, click + Add Teamspace to select the teamspaces where the tab need to be available. You can also choose the folder in each teamspace.
- Click Save.
The application will be accessible in CRM as a new tab.
Delete Web Tabs
As an administrator, you can delete the unwanted web tabs that are no more in use and create new ones to access various Creator applications in Zoho CRM.
To delete web tabs
- Go to Setup
> Customization > Modules and Fields > Web Tabs.
- In the Web Tabs page, hover over the web tab you want to delete and click the Delete icon
.
- In the confirmation dialog box, click Delete.
- Other users can delete the web tabs only if they have the Modules Customization permission enabled.
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