Reordering the Customer Menu in Perfex CRM:
1. Access Customer Menu Setup:
- In the same Setup Menus section, navigate to the Customer Menu Setup tab.
- This section controls the menu visible to clients when they log in to the Client Portal.
2. Reordering Customer Menu Items:
- Use the same drag-and-drop functionality to reorder the customer-facing menu items.
- Menu items can include things like Proposals, Invoices, Projects, Estimates, Contracts, etc.
- This customization ensures that your clients see the most important items first when navigating through the client portal.
3. Hiding/Disabling Customer Menu Items:
- Just like in the main menu, you can hide customer menu items by unchecking the boxes next to them.
- Hidden items won’t be displayed to the customers in the portal but will still remain accessible in the backend.
Saving and Applying Changes:
- After making your desired changes in both the Main Menu Setup and Customer Menu Setup, the changes will be applied automatically.
- You don’t need to manually save anything. The new order will reflect immediately in both the staff dashboard and the customer portal.
Best Practices:
· Prioritize Frequently Used Items: Place the most frequently accessed modules at the top for both staff and customers. For example, modules like Invoices, Tasks, or Projects could be placed higher in the list if they are regularly accessed.
· Hide Unused Modules: If your business doesn't use certain features of Perfex CRM, hiding them from the menu can help streamline the interface for both staff and customers, reducing clutter.
· Custom Fields in Menu Items: If you have custom modules or fields, ensure that they are appropriately organized in the menu to avoid confusion.