Published at: 2026-09-17
Configure CRM APP views
CRM app views manage menus and homepage experiences together.
Overview
Each view template contains one menu and homepage. Older tenants may still configure CRM menus and CRM homepages separately.
Experience comparison
| Item | Legacy CRM | New CRM app views |
|---|---|---|
| Switching | Menus and pages switch separately. | A view template switches both. |
| Setup | Configure menus and homepages separately. | Configure Web and mobile views together. |
| Applicable tenants | Tenants without the view upgrade. | New tenants use views by default. |
| Personalization | Uses personal menus and homepages. | A tenant setting controls personal views. |
Before you begin
[!IMPORTANT] - You need System Administrator permission. - Confirm that CRM app views are enabled and define the Applicable Scope. - Review differences for legacy tenants, H5 pages, and third-party mobile access.
Configure a CRM Web view
- Go to Setup > App Center Management > App List.
- Find CRM Application and click Edit.
- Open Web App View.
- Click New Template or edit a template.
- Configure the name, priority, scope, menus, toolbar, and components. Click Save.
Web view configuration key points
Application visibility and view scope must both include the employee. Also check role permissions and personal main navigation.
Configure a CRM mobile view
- Open Mobile App View and create or edit a template.
- Configure basic information, the page, and bottom navigation. Click Save.
Mobile view user experience
Employees can switch view templates and may customize common menus when permitted.
Control personal views
- Open Basic Info in CRM Application settings.
- Turn on the personal-view setting to allow employee-created views.
- Turn it off to allow only tenant-level views. Click Save.
Notes
Web tools do not adapt directly to mobile. A responsive Web view cannot share a name with an existing mobile view.
Expected result
Employees see their applicable CRM view. A personal view takes precedence when one exists.
Related topics
- Create and manage personal CRM application views
- Configure CRM menus
- Human review checklist