The External Site Module in MokoCRM allows administrators to embed external web applications or dashboards directly into the CRM interface via iframe. It’s ideal for displaying analytics tools, webmail clients, documentation portals, or any other third-party site without requiring users to leave the MokoCRM environment.
The External Site Module in MokoCRM allows administrators to embed external web applications or dashboards directly into the CRM interface via iframe. It’s ideal for displaying analytics tools, webmail clients, documentation portals, or any other third-party site without requiring users to leave the MokoCRM environment.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → External Site - Click Activate
- Go to Home → External Sites → New External Site to configure your embed
🌐 Configuration Options
- Label: Name that will appear in the MokoCRM sidebar
- URL: Full external address (must support embedding)
- Target: Open in main window or pop-up (iframe recommended)
- Access Control: Restrict by user, group, or role
🔗 Example Use Cases
- Display company dashboards from platforms like Power BI or Metabase
- Embed internal documentation or knowledge base
- Show webmail portals or support chat systems
- Integrate monitoring tools or status pages
⚠️ Embedding Considerations
- The external site must allow iframe embedding (check for X-Frame-Options headers)
- Authentication to third-party tools is handled separately
- Responsive design is recommended for embedded content
📌 Best Practices
- Use HTTPS links to avoid mixed content warnings
- Limit embeds to trusted domains to maintain data security
- Test external tools in sandbox environments first
- Label external modules clearly in the navigation menu
- Coordinate with Moko Consulting for secure and consistent UI integration