Reordering the Main Menu in Perfex CRM:
1. Access the Admin Area:
- Log in to your Admin account and navigate to the Admin Dashboard.
2. Go to the Menu Setup:
- In the sidebar, navigate to Setup > Menus > Setup Menus.
- You will see two sections: Main Menu Setup and Customer Menu Setup.
3. Reordering Main Menu Items:
- Main Menu Setup refers to the menu items that are available for staff members (the admin and other logged-in staff).
- You will be able to see a list of all available modules like Dashboard, Sales, Projects, Invoices, etc.
- Use the drag-and-drop interface to reorder the modules. Simply click and hold the item you want to move and drag it to the new position.
- Once you’re happy with the order, the menu will automatically update to reflect these changes for all users with access to the main menu.
4. Hiding/Disabling Main Menu Items:
- You can also hide specific menu items by unchecking the checkbox next to them. This will remove the module from the menu for all staff members but will not affect its functionality.