Allow Adding Custom Widgets in Side Bar
Want the ability to add html widgets to sidebar in people, organizations, etc.
In the same way Freshbooks info or Zendesk info shows up on the sidebar, I want the ability to add our own custom entries that could pull data from our own applications. It would also need the ability to access certain fields from the record (person, company, etc) that is being displayed.
This feature would be similar to custom widgets in zendesk.
The main benefits would be the ability to use Tactile as the central CRM system for all our operations. So, within Tactile, we can see our payment info (from FB) and help desk tickets (from ZD) and other info from our own system - all from within the Tactile system. This would greatly improve the "need" factor and we could manage all aspects of our business from your application.
Thanks for the consideration.
Ian
shared this idea
1 comment
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Ian
commented
Checking back on this recommendation. Our organization is always in need of some customized app that utilizes the existing information in Tactile.
This HTML widget would most likely be a hyperlink that has variables in the url. For example, a link to an external website/web-app with querystring information like Tactile Organization ID or Tactile Person ID.
The receiving site can then call back to Tactile via API and retrieve information, OR the information is passed totally by the querystring.
This suggestion has lots of usages and would greatly expand the potential usefulness of your current app.
Thanks for the consideration.
