Managing Drop down navigation menu in CreataCRM
In CreataCRM, users can assign their own drops menus for themself of their colleagues, This artilce will explain how to add drown menus in CreataCRM
Click on the Cog icon on the top right
Click on Developer
Click on Navigation Config
Edit or create a new navigation menu
If New - Assign a name to the new navigation menu
Navigation menu
- Drop Menus
- Items in thed drop down menu
- Action menu
- Save
- Show Removed to Hide
- Assign Users to Menu
- Delete the Navigation menu
Creating an item in the navigation menu
- Clck on the Items Section
- Click on new
Type of Menus
- Nav Items - New items in the drop down menu
- Nested Items - this allows sub menus
- Divider - Adding line int he menu
For this example we are clicking on Nav Item
new Nav Item
When creating a new item, it will append to the end of the menu
- Display Name of the Nav Item
- Security Roles
- icon display
- Execute action
- Side Excute actions