Context Menus

Configuring Context Menu.

To configure a context menu:

1. On the CRM.Designer main page in the Navigation area, click Menus & Actions.
2. Switch to the Context Menus tab.

   

3. Select the desired context menu or create a new one. For further details, see Designing Configuration Units and Configuring a Menu.

   You can extend existing context menus without the need to copy the parent definition to your configuration. For further details, see Extending a Menu.

4. Add the context menu to the Expand, Search&List configurations etc. where you want it to be available.