Managing Web Tabs

Managing Web Tabs

Activate Web Tabs

Using the Web Tabs functionality you can create web tabs and access web applications or Creator applications through it. By default, only users with Administrator privilege can create, edit or delete web tabs. However, you can activate this functionality for other users also.

To activate web tabs for users

  1. Log in to CRM with Administrator privilege.
  2. Click Setup > Users & Permissions > Profiles.
  3. In the Profiles page, click on the profile for which you want to give access.
  4. In the Profile Details page, click Edit.
  5. Select the Customize CRM check box under Admin Permissions.
  6. Click Save.

Create web tabs

By default, only users with Administrator's privilege can create web tabs. However,users with Customize  CRM permission enabled can also have access to the web tab functionality. You can create a maximum of 10 tabs, each with a unique name.

To create web tabs

  1. Click Setup > Customization > Web Tabs.
  2. In the Web Tabs page, click Create Web Tab.
  3. Enter the name of the web tab in Tab Name box.
  4. Enter the URL in the Link box.
  5. Select the profiles from the list to provide access to the web tab.
  6. Click Save.

Note

  • The web tabs that you create will not be linked to the other modules in 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 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. 

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 CRM.

To delete web tabs

  1. Click Setup > Customization > Web Tabs.
  2. In the Web Tabs page, click the Del link corresponding to the web tab that you want to delete.
  3. In the confirmation dialog box, click OK.

Note

  • Other users can delete the web tabs only if they have the Customize CRM permission enabled.

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