Menu - configuration

Menu configuration can be found in Software configuration → Standard modules → Menu - Configuration

Selecting pre-configured menus 

To customize the menu, first select which menu you want to edit from the drop-down list in the upper right corner. If a role does not have a custom menu configured, all users who have that role will see the items shown in the "Default Menu":

Copying menu

To help create menus for individual roles more easily, the menu copy function has been added to the YetiForce CRM system. After clicking the "Copy menu" button, a selection window will appear with a list of available menus. After selecting one of the previously created menus, you will be able to further modify them for the previously selected role. Thanks to this solution, you don't have to create numerous menus from scratch, but use those created earlier and modify them according to what users with a given role should see in the menu.

Editing menu

Menu items can be edited, deleted, or reordered. To edit or delete an item, right-click it and then select the appropriate action. Changing the order of the items visible in the menu is done by dragging and dropping items - this way you can also group different menu items. The menu in this view is collapsed by default, to see what is in each group, just press the small arrow to the left of the module label, or double-click the module name with the left mouse button.

Adding new menu items

To add a new menu item, click the "+Add new menu item" in the upper right corner of the screen, and then select the type of the element. You can pick the following types:

• Module - Menu item that redirects to a selected module.
  The system will ask you to fill the following fields:
  • Menu type - field filled automatically on the basis of the menu type selected in the previous step.
  • Select module - drop down list of all modules in the system.
  • Label name - used to set aliases to modules that are supposed to be visible in the menu under a different name than their default system name. If the field is empty, the module will be added under its default name. 
  • Open in a new window - checkbox field, ticking it will cause the item to be opened in a new window. 
  • Hotkey - keyboard shortcut that leads to the menu item.
  • Available filters - multiple choice field that allows you to select filters available for the module. The filters must be configured in advance in order to be available in this field. 
  • Icon - field where you can select an icon visible in the menu next to the module name. To see the available icons click the 🛈 button.
  • If you added any custom modules in your system you will have to add them to the menu as well to make them visible for the users. 
    

 

• Shortcut - Redirects to any URL you enter.
  The system will ask you to fill the following fields:

• Menu type - field filled automatically on the basis of the menu type selected in the previous step. 
• Name - mandatory field that specifies the name used for the Shortcut in the menu
• URL Address - the URL the shortcut redirects to.
• Open in a new window - checkbox field, ticking it will cause the item to be opened in a new window. 
• Hotkey - keyboard shortcut that leads to the menu item.
• Icon - field where you can select an icon visible in the menu next to the module name. To see the available icons click the 🛈 button.

 

• Label - Allows you to group menu items.
  The system will ask you to fill the following fields:

• Menu type - field filled automatically on the basis of the menu type selected in the previous step.
• Label name - field where you can enter the name for the label visible in the menu.
• Icon - field where you can select an icon visible in the menu next to the module name. To see the available icons click the 🛈 button.

 

• Separator - Divides menu into smaller parts
  The system will ask you to fill the following fields:
  • Menu type - field filled automatically on the basis of the menu type selected in the previous step.

 

• Quick create - Allows you to quick create records.
  The system will ask you to fill the following fields:
  • Menu type - field filled automatically on the basis of the menu type selected in the previous step.
  • Name - mandatory field where you can enter a name of the module where the record will be created.
  • Select module - module where the record will be created.
  • Hotkey - keyboard shortcut that leads to the menu item.
  • Icon - field where you can select an icon visible in the menu next to the module name. To see the available icons click the 🛈 button.

 

• Home icon - menu item that redirects to the user's dashboard.
  The system will ask you to fill the following fields:
  • Menu type - field filled automatically on the basis of the menu type selected in the previous step.

 

• Filter -  menu item that redirects to a filter.
  The system will ask you to fill the following fields:

• Menu type - field filled automatically on the basis of the menu type selected in the previous step.
• Select module - filter that the menu item will redirect to
• Open in a new window - checkbox field, ticking it will cause the item to be opened in a new window. 
• Hotkey - keyboard shortcut that leads to the menu item.
• Icon - field where you can select an icon visible in the menu next to the module name. To see the available icons click the 🛈 button.
  

 

• Profile - menu item that allows you to modify user settings.
  The system will ask you to fill the following fields:

• Menu type - field filled automatically on the basis of the menu type selected in the previous step.
• Name - mandatory field where you can enter the name of the profile
• Icon - field where you can select an icon visible in the menu next to the module name. To see the available icons click the 🛈 button.

 

• Recycle bin - menu item that redirects to the bin.
  The system will ask you to fill the following fields:

• Menu type - field filled automatically on the basis of the menu type selected in the previous step.