Published at: 2026-09-17
Switch and manage personal CRM menus
Personal CRM menus affect only your account.
Overview
If your administrator allows menu personalization, you can switch menus, reorganize groups and items, or restore the company default menu. Personal changes do not modify the company-level menu.
Before you begin
[!IMPORTANT] - Permissions: You need access to the CRM application. - Configuration: Your administrator must configure at least one CRM menu for you. - Applicable Scope: You can see only menus whose Applicable Scope includes you.
Switch CRM menus
- Open menu settings in the lower-left corner of CRM.
- Select a CRM menu from the list.
- Select the target menu name.
- Verify that the left menu changes.
Manage your CRM menu
- Open menu settings in the lower-left corner of CRM.
- Select Manage.
- Select the menu that you want to configure.
- Drag menu groups to reorder them.
- Rename groups or hide groups that you do not need.
- Drag menu items to reorder them.
- Hide items that you rarely use.
- Select Save.
Available actions
| Item | Actions |
|---|---|
| Menu group | Reorder, rename, delete, move to top, move to bottom, or hide. |
| Menu item | Reorder, move to top, move to bottom, or hide. |
| Entire menu | Switch, search, or restore the company default. |
[!NOTE] Deleting a group releases its menu items. You cannot delete menu items, but you can hide them.
Search for a menu item
- Locate the search box on the personal CRM menu configuration page.
- Enter a menu group name or Menu Item Name.
- Locate the target item in the results.
- Reorder or hide the item as needed.
Reset to Default company menu
- Select the target menu on the personal CRM menu configuration page.
- Select Restore Company Tenant Configuration.
- Select OK in the confirmation dialog.
- Verify that the administrator-defined menu is restored.
Expected result
CRM displays your personal menu after you save it. After restoration, CRM uses the tenant-level menu configuration.