Adding a web panel

In Sales

1. Sign in to SuperOffice CRM as an Administrator, then click Settings and maintenance in the hamburger menu, between your profile image and the Help menu.
2. Select Lists.
3. Using the drop-down at the top, select GUI - Web panel. Then click Add (bottom left corner).
4. Enter name (UI label) and window name (ID).
5. Enter URL and select URL encoding.
6. Select display location and optionally set other settings.
7. Click Save.
8. Test the result.

In Service

In Service, web panels are called extra browser tabs. You can add the same type of content as for extra menus.

1. Sign in to SuperOffice Service.
2. From the hamburger menu, select System Design and then select Web panels.
3. Point to the target display location and click New web panel.
4. Enter a UI label (the tab text)
5. Select either Use URL or Use screen and then select the corresponding details.
6. Select where to insert your new menu item from the Position list (0 = top).
7. Click OK.
8. Test the result.