Articles on: Core Setup - Core Setup

Enabling the "Open in New Tab" Setting in CRM

We have now added a checkbox the CRM module that allows you to open people's detail page in a new tab rather than loading it within the same page. This is going to make CRM navigation from the dashboard significantly easier. Below is a quick tutorial on how to enable this for your CRM module grids.

Steps:

Go to Site Planner.
Add a new or edit an existing "CRM" module.
Scroll down in the settings and check the "Open in New Tab" checkbox.

That's it! 3 steps to quicker CRM navigation.

Updated on: 02/04/2026

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