How to Customize the Sidebar Follow

A Navigation Sidebar is a user interface element that provides easy access to various features, modules, and sections of the CRM.

By default, the menu sidebar displays a set of options in a fixed order. However, you can customize the order of these options to better suit your Organization’s needs.

To Customize the Sidebar,

• Navigate to the Profile Icon in the top right corner.
• Click on Set-Up
• Head over to the Misc category
• Select the Customize Sidebar option

• Here you can change the order of the Module with simple drag and drop.

• The Option in a Sidebar with multiple options is called a Group.

• You can create a new group from the Add Group option mentioned in the top right.

• Enter the appropriate Group Name and select the Group Icon.
• Click on Save.

• You can Edit the Group by clicking on the three dots given in the top right corner of any Group.
• Select the Edit option

• You can Edit the Group Name and the Group Icon, followed by an Update.

• If you want to reset the order of the menu items to the system default, then click on “Reset to default”.