Adding Buttons to the Start Page

Learn how to add buttons to start page.

To add buttons to the start page:

1. Click Headers on the CRM.designer start page.
2. Add a header group that applies to all info areas, for example, StartPageHeaders.
   
   
   
3. Switch to this header group and add a Special Header, for example, StartPageHeader.
4. Add the desired buttons to this header. You can only add buttons without a record context, for example, adding new records like tasks or activities.
5. Enter this special header's name in the HeaderName input argument of the DashboardView action call, DashboardView. This action is called in the default configuration by the DASHBOARD_STARTPAGE application menu action.

   Syntax:

   <Header Group Name>.<Special Header Name>

   Example:

   StartPageHeader.StartPageHeader: