Create New Navigation Tabs

Types of Navigation Tabs

There are 2 types of Navigation Tabs that can be created:

  1. Group: Create groups to group multiple navigation tabs together for better organization.

  2. Navigation: This refers to the individual navigation tab you will be creating.

Creating Navigation Tabs

To create a new navigation tab in the CRM Client Portal, follow these steps:

  1. Click on "Add Navigation Settings" to begin creating a new tab.

  2. Choose between "Group" or "Navigation".

Once you have created the navigation tabs in the CRM Client Portal, you will need to input the content. There are two ways to do this:

  1. Embedding a Link: You can create a tab by embedding a link to external content or webpages. This allows you to direct clients to specific resources, websites, or any relevant content you wish to share. Simply provide the URL or link to the desired content, and it will be accessible to clients through the navigation tab.

  2. Inputting Your Own Content: Alternatively, you can input your own content directly into the custom tab. This gives you the flexibility to create and display personalized content for your clients. You can use this feature to share announcements, guides, educational materials, or any other information you deem valuable. By inputting your own content, you have full control over the information you provide to your clients.

To input the navigation tab content, follow these steps:

  1. Click on the "Edit" icon associated with the navigation tab you wish to set up.

  2. Choose between "Link Embedding" or "Content Input" options.

Permissions

After creating the Navigation tabs, you will need to grant appropriate permissions to the relevant Client Groups. (For more details, please refer to this section: Editing Client Group Permissions)

Application

  1. Groups Created

  2. Navigation Tabs Created

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