SuiteCRM - Top Bar Menu Filters
- 6 years ago
The CRM (Client Resource Manager) software is critical to any size business for rapid and successful growth. Train yourself to use it early on and you will fly past your competition.
I am going to show you how to edit the menus in the top bar. You can change the names of them, create new ones, delete any you do not need. I will also show you how to manage the sub-menus to customize them to your heart's content. This video and the ALL Menu Customization (http://dai.ly/x6hsb0x) together allow you to setup your menus exactly the way that best suits your workflow. Dashlets and Tabs (http://dai.ly/x6hg2er) finishes this personalized customization by showing you how to set up your own dashboard or command control center for your business.
Visit our site at https://smallguyontop.com for articles and downloadable materials.
Please like our videos and click SUBSCRIBE right now, so you do not miss any of our practical videos that launch you to success in your business. You can become the Small Guy on Top!
I am going to show you how to edit the menus in the top bar. You can change the names of them, create new ones, delete any you do not need. I will also show you how to manage the sub-menus to customize them to your heart's content. This video and the ALL Menu Customization (http://dai.ly/x6hsb0x) together allow you to setup your menus exactly the way that best suits your workflow. Dashlets and Tabs (http://dai.ly/x6hg2er) finishes this personalized customization by showing you how to set up your own dashboard or command control center for your business.
Visit our site at https://smallguyontop.com for articles and downloadable materials.
Please like our videos and click SUBSCRIBE right now, so you do not miss any of our practical videos that launch you to success in your business. You can become the Small Guy on Top!