FAQs : Web Tabs
What is the purpose of using web tabs?
Web
tabs can be used to access web pages, web applications and Zoho Creator
applications inside Zoho CRM. These tabs can be viewed by Zoho CRM
users across the organization.
Who can create Web Tabs?
By default, only users with the Administrator privilege can create web tabs. However, other users with the Customize Zoho CRM permission enabled can also create web tabs.
How many web tabs can I create?
You can create a maximum of 25 web tabs in the Enterprise and CRM Plus Editions, and a maximum of 50 in the Ultimate Edition.
Web tabs are only available for the Enterprise Editions and above.
Can I change the Zoho Creator application that I access through the web tab?
Yes,
as an administrator, you can always edit the web tab details and change
the link to give access to different Zoho Creator applications.
Why am I not able to add some third-party sites in Web Tabs?
There
are websites that you may not be able to add in the web tab. These
websites restrict their content from loading inside other 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.
What happens if I delete the web tab?
The
web tabs that you create will not be linked to the other modules in
Zoho CRM. So, if you delete a web tab, data in the other modules will
not be affected.
Related Articles
Managing Web Tabs
Web tabs help you to open web pages like company-wide announcements, web applications, etc. inside Zoho CRM. All the Zoho CRM users across the organization can view these web tabs. You can also create your own applications using Zoho Creator and ...Creating Custom Tabs
Using the Zoho Creator Integration, you can build applications, forms, views and associate the form to a custom tab in Zoho CRM. Custom tabs can be created in two ways: Create - You can build custom tabs by creating a Zoho Creator application, form ...Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...FAQs on Audit Logs
What is an audit log and how is it helpful? An audit log, also known as an audit trail, is a record of all the actions that each user in your CRM account performs, displayed in chronological order. An audit log can help identify which user performed ...FAQs: Record Management
1. What is a record? Information about individual entities such as a person, product, case, or team activities stored in a place is called as a record in Zoho CRM. For example, a school stores information about its students from different classes. ...