How do I create a web panel to access another system or website on the Mobile CRM app?

You can easily create a web panel displaying any website accessible on the internet. In addition, you can adjust the website URL so that it will automatically fill in the known data of the company from Mobile CRM data. 

In this example, we will show you how to create a web panel, which would automatically show information about the company from the D&B Hoovers – the world's largest commercial database: https://www.hoovers.com

Please follow the steps below:

1. Tap on the Menu button in the middle of the screen and choose the item Settings from the menu.
   
   
    
2. In the Settings, tap on the Web panels and links option.
   
   
    
3. Tap the Add button.
   
   

4. In the Name (1) field, fill in the name of the web panel. In the URL (2) – insert the link to a website you want to display. In this example, we want the web panel to display the information about the company in Hoovers website, which is why we are creating a URL with the company’s name variable as a search parameter in the URL. http://www.hoovers.com/company-information/company-search.html?term=<name>
   
   

   Since we want to open a website in the web panel, the Task type (3) should stay WWW tab, and as Location (4), we choose the Company screen. Tap on the Save (5) button to store the settings.

   

5. Navigate to the company record and scroll down to the bottom of all available information - there you will see the Webpanels tab and the web panel you just created.
   
   
   
   Note! The app uses icons and the rank of Web Panels that are created using Settings and Maintenance and published for mobile devices. The web panels set up in Settings and maintenance appear by default in front of the ones set up on the app. Please check this FAQ to learn how to create a web panel in SuperOffice CRM.
    

More information

FAQ: How do I add a new web panel in SuperOffice?