Application Menu

Configuring Application Menu.

To configure Aurea CRM.Web's navigation pane:

1. On the CRM.Designer main page, click Menus & Actions.
2. Switch to the Application Menus tab.
3. Configure the desired menus and menu actions. For further details, see Configuring a Menu and Menu Actions.

   You can not define menu actions that need context information (i.e. a parent record) for the application menu. You need to configure a process instead (e.g. New Activity). For further details, see Processes.

You can configure the following items for the navigation pane:

• $System: The Aurea CRM menu .
• $Main: The contents of Aurea CRM.Web's application menu plus CRM.phone (if installed), History, Favorites (incl. Quick Links) and Notifications.
  Customize the application menu by configuring sub-menus and menu actions. For further details, see Configuring a Menu and Menu Actions.

  Note: To hide a menu or menu item from the navigation pane, disable the Visible check box for this menu or menu action.
• $QuickLinks: Configures the content of the Quick Links. Add the menu actions you want to display in the "My Quick Links" area of the Favorites panel (same functionality as (Modify Quick Links) in Aurea CRM.Web).