How To Add a Web Tab

Adding a Web Tad to your Caller's page layout allows easy access to the desired website without having to navigate away from VanillaSoft. Use a Web Tab if you use any external web-based tools, to show a Contact's business page, or any other reason that would require you to browse a different website. 

Note: If the page does not allow its contents to be viewed from within other applications, you will need to open the URL in a new window. This is a setting on the destination URL and not something that can be changed by VanillaSoft.

 

How To Add a Web Tab

  1. Log in to VanillaSoft as an Admin.
    Log_In_to_VanillaSoft.jpg
  2. Select the desired Project.
    Select_Project.jpg
  3. Open the Page Layout menu, and select the Panel Layout section.
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  4. Click the Create Web Tab button.
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  5. Enter the desired name in the Tab Name field.
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  6. Enter the desired URL in the Web Page Link field.
    mceclip3.png
    • Click Insert Contact Variable for a Contact-specific URL.
  7. Click Save to create the tab.
    mceclip4.png
  8. With the new tab selected, open the panel drop-down and select the desired panel.
    mceclip5.png
  9. Click Add.
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  10. Once done, click Save.
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Once you save the changes, the Callers may need to refresh their page or log out and back in for the changes to take effect.

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