1. Overview

• Custom Menu Item: An Admin creates a menu and adds menu content items that can map to CRM objects (custom Objects & preset Objects), custom pages, or charts from Dashboards.
• To view a custom menu item, an Admin must add the corresponding users/Departments/Roles to the custom menu item’s visibility scope.
• Configured custom menu items can be placed in the Web application menu and the Terminal application menu.

2. Configuration Details

2.1 Create a Custom Menu Item

1. In the Admin Console, go to Interface Customization Management → Custom Menu Items to open the “Custom Menu Items List” page. Use the list to Create, Read, Update, and Delete custom menu items.

Custom Menu Items list

1. On the “Custom Menu Items List” page, click New to open the “New Custom Menu Item” screen:

• Name: Up to 50 characters, required.
• APIName: Intended for developers; it must follow a format. If not required, do not modify it (see help text).
• Supported Terminal: Web and Terminal
• Category: Options include CRM object (you can select a single Record Type under an object), Custom Page (Web Custom Page or Terminal Custom Page), and Dashboards (you may select multiple charts from Dashboards)

New Custom Menu Item

1. Tips:

1) If you check both Web and Terminal, you cannot select Custom Page (Web and Terminal have separate custom page systems). 2) When selecting a CRM object, you can add custom Objects & preset Objects, and either all Record Types under the object or a single Record Type.

2.2 Example: Configure a Custom Menu Item in an App View

1. Create a new custom menu item. Choose Terminal = Web & Terminal, Category = Dashboards, and pick the corresponding BI chart(s) from Dashboards. Click Save to create the record.

New Custom Menu Item (Category: Dashboards)

1. Add the custom menu item to a platform application.

Platform applications list

1. Terminal app view:

• Select the view type for this app (example: Terminal view).
• Edit or create the view template.

App configuration page

1. Configure the custom menu within the Terminal app view:

1) Configure Basic Information and choose Page Layout (example: single-page layout). 2) Enter the Page Configuration screen. 3) Drag the “Menu Entry” component into the preview area. 4) In the “Menu Entry” component, select the corresponding custom menu item.

Tip: Click the “+” in the preview area’s “Menu Entry” to open the menu selection dialog and choose the custom menu item.

Terminal app view

1. Terminal display style

picture coming soon:

2.3 Example: Configure a Custom Menu Item in the Web CRM Menu

1. Create a new custom menu item (example: Dashboards).

2. Open Admin Console → CRM Home Customization group → Menu Template Management — click New or edit an existing menu.

1. In the CRM menu template configuration screen, add the previously created menu items into the CRM menu and click Save.

1. The configured custom menu items are visible in the CRM menu.

3. FAQs

3.1 Users outside the specified visibility scope can still see the custom menu item

• Edit the problematic CRM menu or view and check whether you configured a custom menu item or a custom page.

3.2 Title display logic for Web custom menu item object list pages

• If you configure a Web custom menu item and choose “All Record Types,” the user-facing list page will show the object name in the upper-left corner.
• If you configure a Web custom menu item and choose a specific Record Type, the user-facing list page will show the custom menu item’s Name in the upper-left corner.