Navigate to external links from CX Sales Navigation bar

Launch external applications in a new browser tab without leaving your CX Sales application.The CX Sales navigation bar now supports dynamic and static URL menu items. The external item must be defined in the menu group specified for the navigation bar; the first eight menu items are displayed in the navigation bar.

Easily launch external applications without having to leave or close the current CX Sales application you are working in.  

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Use a sandbox to create the external menu item in the Structure application. Ensure it's in the menu group specified for the navigation bar; the default menu group is Redwood Sales. The menu item will display once the sandbox is published, and if the menu item is in the first eight menu options for the logged in user.

Key Resources

For more information see: CX Sales Navigation Bar 

Access Requirements

If the user has access to menu items in the default menu group, then the navigation bar will be visible.

To change the menu group or disable the navigation bar, the administrator must have access to the Structure application and Visual Builder Studio.