How do I cofig then menus

đź’¬ General Discussion
1

I would like to modify the menus such as Accounts and Marketing and there sub items for all users but I just cannot find where this is hidden.
There are so many options its just overwhelming so works.
My thought is if I cut them down to the based set and when add then in over time as we learn how it all

Hope someone can help

Regards

John

2

Hello jsm25

You probably want to edit the Menu.php file.

  1. go to modules//Menu.php
  2. copy it to custom/modules//Menu.php
  3. change and save it

hope it helps

Regards,
JoĂŁo Rebelo Pinto Gomes

3

You can change the menus by going to the Admin and under the Developer Tools, look at “Display Modules and Subpanels” and “Configure Module Menu Filters”

4

Hello digitalmcgrath,

Can you explain a bit more that process. In that area I can just select wich modules appears on the screen. It does not allow me to remove action menu options.

5

That’s correct. Those functions in the admin are only for displaying or not displaying modules and menu items at the top level. If you want to remove items from the action menu of a record, you would be better off looking at using Security Groups and Roles.

6

Hi!

@digitalmcgrath
From my experience yes, you could use Security Groups and Roles, but the options still being displayed. Is there some way to remove it without php development?

7

Which options are you trying to remove? The Edit, Delete, Duplicate options?

8

Hello digitalmcgrath,

For exemple, if you would like the users to edit the records in one module, but you don like them to create records for that module.
In Roles you can just set the edit column (which respects to edit and create) to none (or any other configuration. My approach is to allow users to edit in roles, and from php I disabe the create buttons.

9

In this example, then I would agree, the best place to do this would be in the /custom//Menu.php file. Either remove it completely (if no users will create records), or create a function to check the users group/role and allow it based on that.

10

It also as to be removed/disabled in the subpanels, in some cases.

The delete option, for exemple, even if it is desabled by roles, it appears on the subpunels action menu. Although redirects to anoher page and says the the option is not allowed. But this is a thing tahat I think is a bit messy. Best aproach is to disabled/remove if by PHP.

11

Thank you for all the suggestion I think I will go for the Display Modules and Subpanels and look at the security group setting. I don’t want to to change the PHP that’s not in my skill set.

John

12

Thank you for your help I now have a good understanding of how the menus and modules look to together.

Admin -> Developer Tools -> Module Menu Filters
Allows you the change and create new menus


Admin -> Developer Tools -> Display Modules and Subpanels
Allows you to select the subpanels to display say under the Account.

There are so many options in suite CRM it is a little overwhelming when you start. I have now switched off most of mohules and will allow users to use the based first and then switch more on as we need the functionality .

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