Custom Web Browser

You can add a tab to customer records that displays customer information stored outside of the IDI platform via your web page.

To add a custom web browser tab to the customer record:

1. In Administration Console, select Business Rules >Local Services > CostGuardService > environment > Customer Management Settings > Custom Web Browser. This displays the Custom Web Browser dialog box.

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2. Enter a label for the tab. The text you enter is the name of the tab on the customer record.

3. Enter the full URL of your web page.

   If you want to include the Account Number, the URL must include the {ACCTNUM} tag after the slash, as shown in this example:

   http://www.support.infodir.com/{ACCTNUM}

4. Click Save.

   Note

   The tab is displayed on the customer record only if both fields are populated.