Add items to the Task menu list

Audience:
settings
•
Version: 10.5
• 2 minutes to read
 • 2 minutes to read

Steps

  1. Select Lists in the Navigator.

  2. Select Task menu from the dropdown menu.

  3. Click the Add button below the Items list.

  4. Enter the name of the item in the Name field. (Mandatory)

  5. Select the task menu you want to connect the item to.

  6. Select the desired task menu type:

    • URL: Enter the URL address into the URL field and choose the type of URL encoding you want.
    • CRMScript: Select which script you want the task menu to run.
    • SOProtocol: Enter the SOProtocol URL you want the list item to navigate to.

  7. Tick the boxes for where you want the Task menu item to show.

  8. Optionally, type in a description of the item in the Description field. Read about Translation.

  9. Click Save to save the changes or Cancel to reject them.

Using template variables

If you add a URL address, it may be useful to use template variables for the active company, for example, to retrieve information from other applications via an URL. The URL address must specify parameters, as in this fictitious example: http://www.comlist.com/data/indiv/detail.jsp?orgno=<orgn>. orgn here is the template variable for the organization number, but other variables like company name <name>, company phone number <cpho>, contact name <attn>, can also be used.

Is SuperOffice CRM for Web installed on an https site? (Onsite)

If SuperOffice CRM for Web is installed on an HTTPS site, web panels using HTTP URLs will not work. You must use HTTPS URLs.

You can open the URL in safe mode in your browser, but the site will then no longer be safe.

If SuperOffice CRM for Web is installed on an HTTP site, use "normal" HTTP URLs.