Last Revised: Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
Step-by-step guide
On the Main Menu, click the My Profile symbol.
Click Profile Settings.
Click Customize Main Menu.
You are looking at a screenshot demonstrating how to navigate to Customize Main Menu:
Figure 1. Customizing the Main Menu.
Customizing Sections
Arrange the order of the Main Menu by ordering the sections.
Drag and drop each section into the order you would like them to appear on the Main Menu.
You are looking at a screenshot demonstrating how to Customize Sections on the Main Menu:
Figure 2. Customize Sections on the Main Menu.
Customizing Features
Use the check interface to select which of the Features you want to be visible on the Main Menu.
- Main Menu Features you have Favorited are marked in the Is Favorited column. These features are displayed by clicking the Favorites on the main menu. To change your Main Menu Favorites selections, you will need to use the Favorites tab.
You are looking at a screenshot demonstrating how to Customize Features on the Main Menu:
Figure 3. Customize Features on the Main Menu.
Customizing Favorites
Use the check interface to select the features you want to mark as Favorites.
These features are displayed as Favorites on the Main Menu.
You are looking at a screenshot demonstrating how to Customize Favorites on the Main Menu:
Figure 4. Customize Favorites on the Main Menu.
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