Adding Buttons to the 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, e.g. StartPageHeaders.

  3. Switch to this header group and add a Special Header, e.g. StartPageHeader.
  4. Add the desired buttons to this header. You can only add buttons without a record context, e.g. adding new records like tasks or activities.
  5. Enter this special header's name in the HeaderName input argument of the DashboardView acton call , DashboardView. This action is called in the default configuration by the DASHBOARD_STARTPAGE application menu action.


    <Header Group Name>.<Special Header Name>