Change Items that appear in the Quick Create Menu

💬 General Discussion
1

This post has a couple of items.

  1. How do you change the items that appear on the Quick Create Menu in the upper right hand corner. There does not appear to be a Admin options for this.
  2. If you use Roles / Security Groups to hide a module from a User such as Contacts. The Contacts Quick Create Menu still appears. If the User clicks the Create Contact they get a security error. It would be smarter to hide menus that do not have access to.
2

Hi,

Adding/removing/Hiding items from the Quick Create menu is not something that is possible out of the box in SuiteCRM.

However, you can Add/Remove items through the code fairly easily. I wrote a quick guide on adding items recently: https://suitecrm.com/forum/suitecrm-7-0-discussion/6779-add-create-case-option-to-dropdown-on-front-screen#24476

Removing an item is the same process. Except, instead of Adding a line, you remove whichever one you want to remove.