1. Overview

1. Administrators can configure tenant-level CRM menus in the Admin Console. You can create multiple tenant-level CRM menus and switch among them in the front-end.
2. The system supports personal-level CRM menu configuration to provide users with convenient, individualized menus.

2. Configuration Details

2.1 Tenant-level CRM Menu Configuration

2.1.1 Create a new CRM menu

Navigate to Admin Console → UI Customization → CRM Menus, then click the top-right button to create a new menu.

2.1.2 Enter basic information

• Enter the application menu name (up to 50 characters).
• Enter a menu description (up to 2,000 characters).
• Select the applicable scope: you can target by colleague, Dept., or Roles.

2.1.3 Configure menu items

• Use the dual-list (transfer) control to choose which system menu items appear in the CRM menu. The left list shows all system menu items; the right list shows items included in this CRM menu.
• Toggle the visibility of the Quick Create entry.
• Toggle icon visibility.
• Group and reorder the items on the right side via drag-and-drop.

2.2 Personal-level CRM Menu Configuration

2.2.1 Switch personal CRM menus

• From the CRM front-end, open the configuration control in the lower-left corner and click the CRM menu name you want to switch to.
• If you cannot find the desired menu, check in the Admin Console whether the CRM menu’s applicable scope includes the current user.

2.2.2 Configure a personal CRM menu

2.2.2.1 Access to personal CRM menu configuration

• From the CRM front-end lower-left configuration, click Manage to open personal CRM menu settings.
• Personal-level changes do not affect tenant-level CRM menu configurations in the Admin Console.

2.2.2.2 Select the CRM menu to edit

• Click the dropdown and choose the personal CRM menu you want to configure.

2.2.2.3 Edit menu groups

• For the current menu groups you can drag to reorder, edit the name, delete, Pin to Top, Pin to Bottom, or hide a group.
• When you delete a group, its menu items are released back into the ungrouped pool. Menu items cannot be deleted—only hidden.
• After creating a new group, drag existing menu items into it.

2.2.2.4 Edit menu items

• For menu items you can drag to reorder, Pin to Top, Pin to Bottom, or hide items.

2.2.2.5 Search menu items

• If the menu contains many items, use search to quickly find a specific menu group or menu item.

2.2.2.6 Restore tenant-level default CRM menu

• After making personal changes, you can return to the personal configuration page and choose to restore the company’s tenant-level configuration.

3. FAQs

3.1 Where do I translate CRM menu content?

• First confirm whether the company uses the old or the new CRM.
• For old CRM companies, translate under Translation Workspace → Apps → CRM Apps.
• For new CRM companies, translate under Translation Workspace → Apps → Enterprise Apps.

Note: In the Admin Console app list, editing a CRM app shows whether the view corresponds to the new CRM. If it does not, it is the old CRM.

3.2 Why can’t I select the “Employee Login Activity” or “Employee Object Usage” objects in All Menu Items?

• The two preset objects, Employee Login Activity and Employee Object Usage, are not allowed to be exposed.

3.3 For old CRM companies, why is the Deduplication Tool not visible on mobile?

• You need to add the Deduplication Tool to the selected menu items in Admin Console → CRM Menus.
• On mobile, open the CRM app, go to “All Objects”, then switch (top-right) to the menu that includes the Deduplication Tool.

3.4 What is the display logic for the sidebar collapse/expand button?

1. For icon mode, vertical menus show the collapse/expand button by default.
2. For non-icon mode, vertical menus do not show the collapse/expand button; the menu stays expanded by default. To allow collapse/expand in non-icon mode, request the product gray release that supports collapsible non-icon menus (feature: menu non-icon supports collapse/expand).

3.5 For old CRM companies, can the frequently used mobile menu be hidden?

• Option 1: Each user can click “All Objects” in the interface and configure their personal frequently used menu.
• Option 2: In the Admin Console, ensure none of the CRM menus assigned to that employee include the menu item.
• Option 3: In the Admin Console, do not grant the employee permission for that menu.

3.6 For old CRM companies, I translated a CRM menu group in the CRM app—why is it not reflected in user view?

• Confirm that the user is viewing the same CRM menu that corresponds to the CRM menu in the Admin Console.
• Confirm whether the user has a personal menu: in the user CRM menu, click the bottom “Configure → Manage” to find the corresponding CRM menu and click Restore.

3.7 After adjusting CRM menus in the Admin Console, the front-end does not change. How do I troubleshoot?

• Confirm whether the user has a personal menu: in the user CRM menu, click the bottom “Configure → Manage” to find the corresponding CRM menu and click Restore.