Configure the Main menu of OnePageCRM
In OnePageCRM, you can personalize your experience by selecting which features are displayed in the main menu at the top. This gives you greater control and flexibility, enabling you to prioritize the tools and sections you use most often for quicker access.
Please note: Only the Account Owner or Administrators can change the configuration for all users in the CRM.
To select which tabs are displayed in your CRM account, click on your User/Profile icon (top right-hand corner) → Settings → Preferences tab → scroll down to Features visibility.
To remove the feature, simply toggle the slider → and Reload the page.
- To grey - Removes the feature from the menu at the top
- To green - Displays the feature in the menu at the top.
You can select from the following options:
- Main menu
- More menu
OnePageCRM lets you keep your contact management simple. If you use OnePageCRM for building relationships rather than sales, you can hide sales-related functionality by removing the Pipeline tab from the top menu. This will hide the "Add Deal" button from the Contact pages as well as sales KPIs from your morning emails.
Notes:
- Changes to the menu in the CRM will be account-wide and be visible for all users.
- These updates will be saved automatically and will be applied after refreshing the page.
- The Action Stream cannot be disabled.
- Once the Pipeline tab has been disabled, this will hide the Add Deals button on the Contact profile as well.
- The Pipeline can be disabled for specific users if needed. See here how to change User Permissions.
- If all features from the More section have been disabled, the More section will not be displayed in the main menu.
- Features from the More section can be moved to the Main section by clicking and holding the feature to drag it to the required place and vice versa.