This guide requires at least a basic understanding of PHP and WordPress development before you can add custom tabs via code.
You can add custom tabs programmatically to Jetpack CRM contacts and companies by using custom code.
Please note that this level of customization goes beyond the scope of our support. Therefore, we can provide very limited—if none—assistance on anything not mentioned on this page.
The suggestions below list only one way to create custom tabs in your CRM WP Admin. You can test many different ways by using WordPress filters.
Adding custom tabs to the Contact View Vitals tab area
To add your tab to the Contact View ‘Vitals’ tab area, you need to add a function that adds your tab to our array of tabs. The fastest way to achieve it is by using WordPress filters.
Adding custom tabs to the Company View Vitals tab area
If you want to add other custom tabs to the company view, the process is the same as above; the filter name will be slightly different.
The WordPress filters to customize the CRM tabs
If you’re familiar with WordPress filters, here are the filters you can use:
jetpack-crm-contact-vital-tabsjetpack-crm-company-vital-tabs
You need to add these filters as any other WordPress filters. For example:
add_filter( 'jetpack-crm-contact-vital-tabs', 'yourFunctionName', 10, 2);
Please note that priority & argument count parameters at the end are required.
If you’re not familiar with WordPress filters, we recommend reading the following resources to get started:
- Filters main page from the WordPress Developer Resources
- Filter reference from the WordPress Developer Resources
- WPBeginners’ post What is: Filter
How for show custom fields ?
‘content’ => ‘The Company ID is: ‘.$id.”
For custom fields, you’d get the contact info first using $contactInfo = zeroBS_getCustomer($id); and then printing out the fields you nee from the $contactInfo array.
Hi, i’m trying to hide some tabs that i don’t need. How could i do it? I tryed by css but always appear one of them that i don’t need
Hi Alexis,
Which tabs are you trying to hide? If it’s Quotes, Invoices or Transactions you can do so by disabling the module. Here’s the guide for disabling these CRM modules.