Main Menu  

The Main Menu is a feature, which allows system administrators to completely redesign the standard menu and it makes it easy to use. It displays all the modules in the Main Menu.

How to set up the Main Menu? 


To setup Main Menu please follow the steps given below: 

  1. Go to Setting > CRM Settings > Configuration > Main Menu.
  2. It displays all the Modules that are available for selection in "Main Menu Editor"




      3.  All the Modules are arranged in columns, so easily you can rearrange the module by drag and drop indicator.



How to remove modules under each section?

        4. To remove a module from the list, click on the ( x ) button to remove the module.



How can we restore the hidden module in Main Menu?

When the module is removed from the list of Main Menu, it can be restored under any category.

       5. To restore the module click on "select Hidden Module".


       6. In the Select modules to show in Marketing pop up, select the module.

     7. Click on the Save button.

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