Last Revised: 03 Mar 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read.
On the Main Menu, click My Profile >Profile Settings > Customize Main Menu
On the Main Menu, click the My Profile symbol.
Click Profile Settings.
Click Customize Main Menu.
Manage Main Menu Settings opens.
Figure 1. Customizing the Main Menu.
Main Menu has three settings: Sections, Features, Favorites.
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:
- Search: Advanced Search, Query by Example, Saved Searches.
- Data Records are moved as a group in alphabetical order and include Accounts, Activities, Contacts, Leads, and Opportunities.
- Data Types are moved as a group and include Products.
- Sales Divisions.
Figure 2. Manage Main Menu Settings: Sections.
Select which of the Features you would like to be visible on the Main Menu.
- Select the check box next to the feature in the Is Visible column.
Features that you have Favorited (see the next section on Favorites) will be marked in the Is Favorited column. These features will show up when you click the Favorites icon (the star) on the main menu.
To change your Favorites selections, you will need to use the Favorites settings.
Figure 3. Manage Main Menu Settings: Features.
Click the box next to the features you wish to mark as Favorites.
These features will show up in the Favorites menu in Veloxity CRM. Click the star icon on the Main Menu to quickly access Favorites.