Menus

Learn how to configure menus in CRM.pad.

In the previous CRM.pad version 1.x, an application menu was available for navigation. This navigation menu is configured in the Menus & Action area with the SMARTBOOK application menu. This application menu is still included in the update.tablet configuration.

SMARTBOOK Menu from Version 1.x

In CRM.pad 1.x, the application menu was defined in the SMARTBOOK menu. This navigation menu was configured in the Menus & Action area and is still included in the update.tablet configuration.

If this menu still exists in your configuration, it is displayed in CRM.pad 2.x as follows:

  • The contained menu actions that have the RecordListView action assigned are listed in the (Search) menu, see Search.
  • The menu items are displayed as Insight Board on the start page, if the StartPage.LegacyMenuTemplate Legacy Form exists as defined in the update.tablet configuration, see StartPage.LegacyMenuTemplate.


Note: The SMARTBOOK menu is only available for compatibility reasons, as long as working with both versions, 1.x and 2.x is possible and is removed in the future. It is replaced by two menus $AppSearchMenu and $GlobalActions, see Global Actions and Configuring the Search Menu.

If you want to change the position where this Insight Board is displayed, set the StartPage.LegacyMenuPosition Web Configuration parameter, see StartPage.LegacyMenuPosition.

There are several ways to prevent this menu from being displayed:

  • Set the StartPage.LegacyMenuPosition Web Configuration parameter accordingly (-1), see StartPage.LegacyMenuPosition.
  • Remove the row that adds the Insight Board with the SMARTBOOK menu assigned from the StartPage.LegacyMenuTemplate Legacy Form.
  • Empty your SMARTBOOK menu. However, do not empty it as long as users are also working with CRM.pad 1.x.

User-defined Menus

The user can navigate through CRM.pad 2.x using the (Search) menu. See Configuring the Search Menu on how to define the Search menu.