Custom Web Browser Tabs

You can add a tab or two to customer records that display 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.

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}

   • If you want to include the IDI user's name, the URL must include the {USERNAME} tag after the slash, as shown in this example:

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

   • If you want to include both the Account Number and the user's name, the URL must include the {ACCTNUM} and {USERNAME} tags after the slash, as shown in this example:

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

4. Repeat the above steps to add a second custom tab.

5. Click Save.

   Note

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

Permissions

There are two permissions in Admin Console that control which web browser tabs a user can view. You can control whether a user can see just the first web browser tab, just the second web browser tab, or both tabs.