Menus are the perfect way to manage the information available in FreeAgent's main menu for each of your teams. This will simplify them to keep them organized and make them easier to navigate.
Edition Qualifier: This feature is available in all FreeAgent CRM editions.
User Permissions: Only the Administrator can use this feature.
In this tutorial, we will cover the following topics:
Navigating to Menus
Open the menu and go to 'Admin Settings' to display the available options, then click 'Menu'. You can also use the search function to get there faster, just start typing 'Menus'.
Note: If you are now on Hazel, go to Admin Settings > User Interface > Menus.
Click the 'Create New Menu' button. Here you will need to do two things:
- Specify the Apps the are going to be available within the Menu.
- Give your new Menu a name.
Switch between Menus
Once you have created at least one, a new dropdown will appear at the bottom of the main menu. When you click on it, the list of available menus will be shown. Select the menu of your choice from those on the list and watch as your current menu is automatically updated.
Reordering Menus in Hazel
If you are now on Hazel, as an admin, you have the option to reorder the elements in the menu, right from the menu, no settings page required. All you have to do is hover over the desired app and you will notice a two arrowed icon that you can use to drag & drop the Apps in the desired order. All the changes you make to the menu will be available for your entire organization.