CRM Menu

1. Overview

1. Administrators can configure tenant-level CRM menus in the Admin Console, supporting multiple CRM menu configurations that can be switched in the frontend.
2. Personal-level CRM menu configuration is available for user convenience.

2. Configuration Guide

2.1 Tenant-Level CRM Menu Configuration

2.1.1 Create a CRM Menu

• Navigate to Admin Console > UI Customization > CRM Menu, then click New in the upper-right corner.

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2.1.2 Enter Basic Information

• Menu Name: Up to 50 characters.
• Description: Up to 2,000 characters.
• Scope: Assign to specific users, Departments, or Roles.

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2.1.3 Configure Menu Items

• Use the transfer box to select displayed menu items (left: system menu items; right: CRM menu items).
• Toggle visibility for:
  • Quick Create shortcut
  • Icons
• Reorder or group menu items via drag-and-drop.

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2.2 Personal-Level CRM Menu Configuration

2.2.1 Switch CRM Menus

• Click the CRM menu name in the frontend’s bottom-left corner to switch.
• If a menu is missing, verify its scope includes your account in the Admin Console.

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2.2.2 Configure Personal CRM Menu

2.2.2.1 Access Configuration

• In the frontend, click Configure > Manage at the bottom-left to enter personal CRM menu settings.
• Note: Personal configurations don’t override tenant-level settings.

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2.2.2.2 Select Active CRM Menu

• Use the dropdown to choose a CRM menu for customization.

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2.2.2.3 Edit Menu Groups

• Actions: Drag to reorder, rename, delete, Pin to Top, pin to bottom, or hide.
• Note: Deleting a group releases its items (items can only be hidden).
• Create groups and drag existing items into them.

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2.2.2.4 Edit Menu Items

• Reorder, Pin to Top, pin to bottom, or hide items.

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2.2.2.5 Search Menu Items

• Search for groups or items when menus are extensive.

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2.2.2.6 Restore Tenant-Level Defaults

• Revert to the company’s default CRM menu during personal configuration.

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3. FAQs

3.1 How to Translate CRM Menu Content?

• Legacy CRM: Translate under Translation Workspace > Apps > CRM App.
• New CRM: Translate under Translation Workspace > Apps > Enterprise App.
  Note: Check the Admin Console’s app list—editing CRM apps with a new UI indicates the new version.

3.2 Why Can’t I Select “Employee Login Usage” or “Employee Object Usage”?

• These preset objects are not exposed for display.

3.3 Why Is the Deduplication Tool Missing in Mobile (Legacy CRM)?

1. Configure it in Admin Console > CRM Menu > Selected Menu Items.
2. In mobile, go to All Objects > Switch to the menu containing the tool.

3.4 Sidebar Collapse/Expand Button Logic

1. With Icons: Vertical menus show the button by default.
2. Without Icons: Menus stay expanded unless enabled via the feature flag “Menu Collapse Without Icons”.

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3.5 How to Hide Mobile Frequently Used Menus (Legacy CRM)?

1. Personal Settings: Set favorites under All Objects.
2. Admin Console: Exclude the menu from all CRM menus assigned to the user.
3. Permissions: Revoke the menu’s access for the user.

3.6 Why Aren’t Translated CRM Menu Groups Applied (Legacy CRM)?

• Verify the user’s CRM menu matches the Admin Console configuration.
• Check for personal menus: Click Configure > Manage in the frontend and restore defaults.

3.7 Frontend Not Updating After Admin Console Changes?

• Confirm the user hasn’t customized their menu (Configure > Manage > Restore).