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SharePoint / Intranet
You can embed certain tiny+ views into your SharePoint or other intranet platform
Using iframes you can embed certain views from tiny+ into your intranet platform.
<iframe src="https://crm.tiny.plus/embedded" width="800" height="700"></iframe>
You can locate the Channel ID required in the tiny+ address bar when you have the channel page open.
<iframe src="https://crm.tiny.plus/embedded/?channel=[channel_id]" width="800" height="700"></iframe>
<iframe src="https://crm.tiny.plus/embed_calendar" width="800" height="700"></iframe>
projects_or_companies
- which pipeline to show -- use projects
for the project pipeline or companies
for the client relationship pipeline.phase_id_or_status_name
- a valid pipeline phase ID. These IDs can be found in the Project Pipeline and Client Pipeline sections in your Account Settings. If you have not set up phases under a particular status (proposed, won, active, lost, cancelled) you can use the status name instead.pipeline_id_or_type
- optional. Leave this blank or use the phrase all
to show ALL records, or insert either the ID of a custom pipeline
or the phrase assigned
to show the user's individually assigned pipeline.To embed a projects pipeline column with phase id of 1234, https://crm.tiny.plus/embed/pipeline_part/projects/1234
<iframe src="https://crm.tiny.plus/embed/pipeline_part/projects/1234" width="300" height="800"></iframe>
Last modified 2yr ago