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.
   
   

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2. Select the desired Project.
   
   

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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.
   
   
   • Click Insert Contact Variable for a Contact-specific URL.

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7. Click Save to create the tab.
   
   

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8. With the new tab selected, open the panel drop-down and select the desired panel.
   
   

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9. Click Add.
   
   

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10. Once done, click Save.
    

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.