How to manage the 'open in standalone' feature.
This feature is scheduled for release on Wednesday 22nd September.
For our clients who use idibu inside their CRM, we have an optional feature that allows your users to access their full idibu account in a new browser tab at the click of a button.
We made this feature optional, as some clients prefer that their users only work with idibu inside the CRM, while others find it beneficial for users to access the full account. This really depends on your preferred workflow and business need.
To enable or disable the 'open in standalone feature
1. Go to 'Settings' > 'System settings'.
2. Click on the CRM tab.
3. Change the toggle button next to 'Enable "Open in standalone" button' to your preferred setting:
i. If the toggle button is green then it means this option is enabled for all your users.
ii. If the toggle button is green then it means this option is disabled for all your users.
4. Click 'Save settings' to save your changes.