Customization - Managing Web Tabs

Customization - Managing Web Tabs

Web tabs help users to open web pages like company-wide announcements, web applications, etc. inside CRM. All the users of your Vertical CRM application can view these web tabs.

Create web tabs

To create web tabs
  1. Log in to Zoho Developer Console and click CRM for Verticals
  2. In the Vertical CRM page, select the application in which the webtab has to be added.
  3. Click Customize in the left pane and select Web Tabs tab at the top of the page.
  4. In the Web Tabs page, click Create Web Tab

  5. Enter the name of the web tab in Tab Name box.
  6. Enter the URL in the Link box.
  7. Select the profiles from the list to provide access to the web tab.
  8. Click Save.
Note
  1. The web tabs that you create will not be linked to the other modules in your CRM.
    If you delete a web tab, data in the other modules will not be affected.
  2. You cannot create tabs with the same name as that of the existing modules in your CRM (eg. Leads, Potentials, Reports, etc.).
  3. 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. 

Delete Web Tabs

You can delete the unwanted web tabs that are no more in use and create new ones to provide access various web services.

To delete web tabs
  1. In the Vertical CRM page, select the application that contains the webtab to be deleted.
  2. Click Customize in the left pane and select Web Tabs tab at the top of the page.
  3. In the Web Tabs page, click the Delete icon corresponding to the web tab that you want to delete.
  4. In the confirmation dialog box, click OK.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Related Lists and Web tabs

                                                                                                                The guide will help you with the following: 1. Related lists Add a custom related list  Create a custom function with Deluge Script  Edit a custom related list  Delete a custom related list  2. Web tabs  Create a web tab  Delete a web tab Related ...
                                                                                                              • Customization - Creating Custom Fields

                                                                                                                This guide will help you with the following: Custom Fields Custom Field Limits Add Custom Fields Edit Custom Fields Delete Custom Fields Create Currency Fields Add Pick List Values Add Multi-Select Pick List Values Create Lookup Field Create Auto ...
                                                                                                              • Building a Ytel Connected App with Custom Button and Web Tab Widgets

                                                                                                                A Ytel extension with Zoho CRM allows a CRM user to, Send an SMS to a contact or list of contacts using Custom Button. Create SMS templates. Retrieve authentication details, add balance amount, edit phone numbers, and purchase new numbers through web ...
                                                                                                              • Customization - Working with Custom Modules

                                                                                                                This guide will help you with: Add Custom Modules  Edit Custom Modules  Link Custom Modules With Other Modules  Manage Modules  Delete Custom Modules  Zoho Developer offers more than 10 standard modules for Sales, Marketing, Customer Support and ...
                                                                                                              • Customization - Email Parser

                                                                                                                This guide will help you with the following: Create an Email Parser Naming and Module selection Prepare Template for parsing Select Fields to be updated Assign Record Owner Add Approved Email Addresses Manage Email Parsers Use the parser in Vertical ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources