1. Overview

• Custom Menu Items: Administrators can create menus by adding menu items that map to CRM objects (custom objects & preset objects), custom pages, or charts (Data Dashboards).
• Viewing Custom Menu Items: Administrators must add relevant users/departments/roles to the applicable scope of the custom menu.
• Placement: Configured custom menu items can be added to both Web and mobile application menus.

2. Configuration Guide

2.1 Creating Custom Menu Items

1. Navigate to Admin Console > UI Customization Management > Custom Menu Items to access the Custom Menu Items List. Here, you can perform Create, Read, Update, and Delete (CRUD) operations.

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Custom Menu Items List

1. On the Custom Menu Items List, click New to enter the New Custom Menu Item interface:
   • Name: Required, max 50 characters.
   • APIName: Primarily for developers; follow formatting rules (see help tips). Avoid modification if unnecessary.
   • Supported Terminals: Web and Mobile.
   • Category: Includes CRM objects (with optional Record Type selection), custom pages (Web or Mobile), or Data Dashboards (multiple charts can be selected).

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New Custom Menu Item

1. Tips:
   • If both Web and Mobile are selected, custom pages cannot be chosen (due to platform-specific page independence).
   • For CRM objects, you can add custom/preset objects and select all or specific Record Types.

2.2 Adding Custom Menu Items to Application Views – Example

1. Create a custom menu item with Terminal set to “Web & Mobile” and Category as “Data Dashboards.” Select the corresponding BI charts and save.

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New Custom Menu Item (Data Dashboards Selected)

1. Configure the custom menu item in the platform application.

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Platform Application List

1. Mobile Application View:
   • Select the view type (e.g., Mobile View).
   • Edit/create the view template.

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Application Configuration Page

1. Configuring Custom Menu in Mobile View:
   • Configure “Basic Info” and select “Page Layout” (e.g., Single Page Layout).
   • Enter the “Page Configuration” interface.
   • Drag the “Menu Entry” component into the preview area.
   • Select the corresponding custom menu item in the “Menu Entry” component.

Tip: Click the “+” icon in the preview area to open the menu selection popup and choose the desired custom menu item.

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Mobile Application View

1. Mobile Display:

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2.3 Adding Custom Menu Items to Web CRM Menu – Example

1. Create a custom menu item (e.g., Data Dashboards).
2. Navigate to Admin Console > CRM Homepage Customization > Menu Template Management, then click New or edit an existing menu.

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1. In the CRM Menu Template Configuration interface, add the pre-configured menu item and save.

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1. The custom menu item will now appear in the CRM menu.

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3. FAQs

3.1 Custom Menu Items Are Visible to Unauthorized Users

• Edit the problematic CRM menu or view to verify whether it is configured as a custom menu item or a custom page.

3.2 Web Custom Menu Item List Page Title Display Logic

• If Record Type is set to “All Record Types,” the list page title displays the object name.
• If a specific Record Type is selected, the list page title displays the menu item name.