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| + | Manage Menu's allows you to re-arrange menu items within their current submenus. This can be found under The Cog > General Settings > Manage Menus. |
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| − | The systems "traditional" menu structure (due for change between June and October 2017) includes the capability to rearrange the menu to suit the customer. This is controlled by the "Menu Option Structure" page.
| + | [[File:manage_men.JPG|600px|alt="a screenshot of the manage menu's page. This lists the contact management items and includes an icon to allow you to drag and drop them around."]] |
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| − | [[File:cl_MOS_1.png|border|600px]]
| + | The feature is a simple drag and drop. You can only move menu items within their sections, so you cannot move the Action list to the Orgs & People section for example. |
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| − | | + | Once you are happy, you can click Save to apply the changes. This will change the menu for everyone in the system. |
| − | Each menu heading (including the submenu headings) has three associated options:
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| − | * '''Parent Menu''' column; choose where this heading will appear (could be in the main menu, or within any of the submenus).
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| − | * '''Option Display''' column; the usual display order feature. Lower numbers "float" to the top, higher numbers "sink" to the bottom. '''Or, set to 0 to hire the menu heading altogether.'''
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| − | * '''Option Help Text''' column; enter text here and a green help icon will appear next to the menu heading with your help text displayed when the user moves their mouse over the icon.
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| − | At the bottom of the page, there are two buttons;
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| − | [[File:cl_MOS_2.png|border]]
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| − | * '''Save Menu Order and Continue'''; saves your configuration, and hides any menu headings with display order 0.
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| − | * '''Save and Reveal Hidden Items'''; saves your configuration and shows any hidden menu headings.
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| − | ===Create sub-menu===
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| − | Create new sections of the menu.
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| − | ===Reset Menu Orders===
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| − | Reset the menu to its default state. This part of the system has been disabled.
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| − | ----
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| − | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 10:32, 2 May 2017 (BST)
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| − | [[File:helpheader_small.png|right]]
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| − | [[Category:Delete]][[Category:Configuration]]
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Latest revision as of 13:49, 1 May 2024
Manage Menu's allows you to re-arrange menu items within their current submenus. This can be found under The Cog > General Settings > Manage Menus.
The feature is a simple drag and drop. You can only move menu items within their sections, so you cannot move the Action list to the Orgs & People section for example.
Once you are happy, you can click Save to apply the changes. This will change the menu for everyone in the system.
