Menu Editor

Posted on by Kim Hvidkjaer

With the help of Menu Editor, you can have most frequently accessed Simply CRM modules on your menu bar. This will ensure easy navigation, and switching between different modules is easy. Also, you can shuffle their positions according to your requirements. However, the list of all available modules in Simply CRM are displayed under All dropdown

For instance, Sales reps frequently access sales related modules : Contacts, Leads, Invoices, etc. They can have frequently visited modules on menu bar to save time.

Follow few simple steps to configure desired modules on menu bar

  1. Click gear icon Setting.png in the upper right
  2. Click CRM Settings
  3. Click ‘Studio’ drop-down in the left
  4. Click Menu Editor. You can click on PinIcon.png pin icon next to it to add a shortcut to your settings home page

All active modules in Simply CRM are available for selection. Select desired modules from list of modules

MenuEditorModules.png

Notes!
You can only select upto 7 modules to have on menu bar

5. Change the arrangement of the modules by dragging them among the other modules

DraggingModulesME.png

6. Click Save
7. Refresh your page to see desired items on your menu bar

Configuring Main Menu Using Menu Editor Video