Customize quick create menu on all pages

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1

hello,

how can i remove some menus from the image attached for the sample.

i want to remove create opportunity and lead from it.

2

You can take a copy of themes/Suite7/tpls/_globalLinks.tpl and place it in custom/themes/Suite7/tpls. You can then make your changes and this will override the quick create menu.

Thanks,

Will.

3

Hi I tried this but my changes don’t take effect. Is there some other step that must be done to refresh the menu or something? I tried restarting my web server as well, which is nginx.

I would like to add cases to the menu, and possibly remove items.

4

Hi I’ve tried editing the file as you suggested and it’s not working properly.

Here are the contents:

<ul id="quick-nav">
    <li> <a href="#"><img src="themes/Suite7/images/quickcreate.png" class="quick_create"></a>
        <ul>
            <li><a href="index.php?module=Accounts&action=EditView&return_module=Accounts&return_action=DetailView">{$APP.LBL_QUICK_ACCOUNT}</a>$
            <li><a href="index.php?module=Contacts&action=EditView&return_module=Contacts&return_action=DetailView">{$APP.LBL_QUICK_CONTACT}</a>$
            <li><a href="index.php?module=Opportunities&action=EditView&return_module=Opportunities&return_action=DetailView">{$APP.LBL_QUICK_OP$
            <li><a href="index.php?module=Leads&action=EditView&return_module=Leads&return_action=DetailView">{$APP.LBL_QUICK_LEAD}</a></li>
            <li><a href="index.php?module=Documents&action=EditView&return_module=Documents&return_action=DetailView">{$APP.LBL_QUICK_DOCUMENT}<$
            <li><a href="index.php?module=Calls&action=EditView&return_module=Calls&return_action=DetailView">{$APP.LBL_QUICK_CALL}</a></li>
            <li><a href="index.php?module=Tasks&action=EditView&return_module=Tasks&return_action=DetailView">{$APP.LBL_QUICK_TASK}</a></li>
        </ul>

    </li>
</ul>

And attached is what the menu looks like.

1 Like
5

I feel stupid! I overlooked the part about copying the template to the custom themes folder, after I did that the changes worked. Thank you for your help!

6

Hello pridetechdesign,
I want to perform same scenario based on user’s role
like if user role is “abc” then “create lead” option need to hide.