How do I create a new web panel in SuperOffice CRM?

Updated on 9 Oct 2025

To create a new web panel in SuperOffice CRM, please follow the steps below:

Log in to Settings and Maintenance.
Click on Lists (1), select the GUI - Web panel (2) from the selection list, and click on the +Add (3) button.
Enter the required name of the item in the Name (1) field. This name is displayed when you add the URL address in SuperOffice CRM.

Note! This is a mandatory field and must therefore be filled in.

In the URL(2) field, specify the URL address. This might be an Internet page or a server-based HTML file.

Note! If SuperOffice CRM is installed on an HTTPS site, web panels using HTTP URLs will not work. You must use HTTPS URLs. In the Window name (3) field, specify the required name of the browser window in which the URL address is to be opened. The window name, as it will finally appear, is displayed below.
In the Visible in the list box, choose where the URL address will be accessible in SuperOffice CRM.
- Side panel: select this option to make the URL address available on the side panels in the SuperOffice CRM.
- Toolbar: select this option to make the URL accessible as a button on the toolbar.
- Navigator button: select this option to make the URL accessible as a button in the navigator in SuperOffice CRM.
- Panel: select an option in this list to make the URL accessible as a panel/tab in SuperOffice CRM. An example from a sales card:
- Dialog: select an option in this list to make the URL address accessible in a dialog. An example from a dialog for follow-ups:
- Menu: select an option in this list to make the URL accessible on one of the menus in SuperOffice CRM.
In the URL encoding list box, you can select whether the URL should be ANSI or Unicode (or no format).
Under Available on, choose where you want the URL address to be available. You can select several of these options simultaneously.
- SuperOffice CRM for Web: when you are using the Web version of SuperOffice CRM.
- Mobile CRM: when you are using the mobile version of SuperOffice CRM.
Extra settings:

Always reload content on tab navigation - reloads tab content each time it’s opened to ensure the latest data is shown.
Do not reload content when navigating to the main card - keeps tab content unchanged when reopened, reducing data loading if it doesn’t rely on main card data.
Show link for opening in a separate window - adds a link to open the content in a new window.
Click the Icon list to select an icon (1) for the web panel. Optionally, type in a description of the item in the Description (2) field; it will be visible in the list of all web panels in Settings and Maintenance. And click Save (3) to save the changes.