Navigation Tab

Use the Navigation tab to configure the level-dependent section of the icon bar and Info menu.

Level dependent sections are only displayed in the specific level they are defined for. The level-dependent section of the icon bar is displayed below the fixed section; the level-dependent section of the Info menu is displayed to the right of the fixed section.

Icon Bar/Info Menu

  • Use default: Determines that the default Aurea CRM settings are used.
  • Empty: Determines that the level-dependent sections of the icon bar and Info menu are not displayed.
  • Custom: Click the Define buttons to configure the level-dependent section of the icon bar and Info menu. Define entries in the same way as for the fixed section, see Fixed Icon bar and Fixed Info Menu.

You can add the following levels to the icon bar and Info menu:

  • all independent levels,
  • all levels that are children of the current level,
  • the current level's parent level.

You can copy the icon bar and Info menu settings to other levels:

  1. Select the level whose settings you wish to copy in the Define Desktop window.
  2. Select Copy Icon Bar and Info Menu from the popup menu.
  3. Select the level you wish to apply the settings to.
  4. Select Insert Icon Bar and Info Menu from the popup menu.
Note: Entries that open dependent levels are not copied if the levels are not dependent on the target level. Example: The Company+Person icon bar accesses the Activity level; this entry is not copied to the Absence level.

Change Text and Icon

Click the Change Text and Icon button to change the keyboard shortcut and the text and icon displayed. Configure the text and icon as for the fixed section of the icon bar and Info menu, see Element Properties.